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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 | $351,394 | $93,346+276.4% | $71,796+389.4% | $273,972+28.3% |
| Participation rate | 86.7% | 76.5%+10.1pp | 69.1%+17.6pp | 83.0%+3.7pp |
| Annual return | 5.08% | 130.39%-125.3pp | 78.04%-73.0pp | 41.46%-36.4pp |
| Employer contribution / active EE | $10,000 | $2,733+265.9% | $1,924+419.6% | $4,869+105.4% |
| Participant deferral / active EE | $9,582 | $3,475+175.7% | $2,794+242.9% | $5,287+81.2% |
| Admin fee / account holder | $17,005 | $6,571+158.8% | $4,815+253.2% | $10,133+67.8% |