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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 | $461,360 | $102,938+348.2% | $94,105+390.3% | $138,895+232.2% |
| Participation rate | 83.3% | 74.6%+8.7pp | 71.9%+11.4pp | 79.9%+3.4pp |
| Annual return | 19.71% | 250.28%-230.6pp | 204.55%-184.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $935 | $2,732-65.8% | $2,504-62.7% | $4,194-77.7% |
| Participant deferral / active EE | $9,808 | $4,196+133.7% | $3,881+152.7% | $6,396+53.3% |
| Admin fee / account holder | $31,547 | $6,600+378.0% | $6,199+408.9% | $12,562+151.1% |