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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 | $358,456 | $90,691+295.2% | $76,119+370.9% | $145,884+145.7% |
| Participation rate | 73.3% | 74.5%-1.1pp | 69.1%+4.3pp | 80.3%-7.0pp |
| Annual return | 8.35% | 624.52%-616.2pp | 361.25%-352.9pp | 551.85%-543.5pp |
| Employer contribution / active EE | $11,733 | $3,329+252.5% | $2,693+335.8% | $4,662+151.7% |
| Participant deferral / active EE | $7,793 | $5,167+50.8% | $4,259+83.0% | $6,690+16.5% |
| Admin fee / account holder | $32,943 | $8,383+293.0% | $6,421+413.0% | $13,392+146.0% |