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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 | $312,704 | $117,846+165.3% | $102,434+205.3% | $145,884+114.4% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 35.79% | 31.90%+3.9pp | 29.46%+6.3pp | 551.85%-516.1pp |
| Employer contribution / active EE | $5,870 | $3,615+62.4% | $3,023+94.1% | $4,662+25.9% |
| Participant deferral / active EE | $11,383 | $5,733+98.5% | $5,055+125.2% | $6,690+70.2% |
| Admin fee / account holder | $434,185 | $13,356+3150.9% | $9,462+4488.7% | $13,392+3142.2% |