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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 | $388,480 | $99,652+289.8% | $78,778+393.1% | $147,586+163.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 13.20% | 47.28%-34.1pp | 35.62%-22.4pp | 578.59%-565.4pp |
| Employer contribution / active EE | $9,375 | $2,796+235.3% | $1,986+372.1% | $4,876+92.3% |
| Participant deferral / active EE | $7,002 | $3,664+91.1% | $2,958+136.7% | $5,439+28.7% |
| Admin fee / account holder | $2,031 | $7,155-71.6% | $5,134-60.4% | $10,886-81.3% |