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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,607 | $106,247+190.5% | $96,515+219.8% | $139,466+121.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 19.25% | 38.47%-19.2pp | 35.73%-16.5pp | 373.66%-354.4pp |
| Employer contribution / active EE | $4,340 | $4,106+5.7% | $3,740+16.1% | $4,754-8.7% |
| Participant deferral / active EE | $9,422 | $5,456+72.7% | $4,880+93.1% | $6,712+40.4% |
| Admin fee / account holder | $79,319 | $7,885+905.9% | $6,735+1077.6% | $11,409+595.3% |