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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 | $266,131 | $117,829+125.9% | $102,423+159.8% | $145,877+82.4% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+14.9pp |
| Annual return | 10.82% | 31.83%-21.0pp | 29.42%-18.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $21,309 | $3,615+489.5% | $3,023+604.9% | $4,663+357.0% |
| Participant deferral / active EE | $3,758 | $5,732-34.5% | $5,054-25.7% | $6,691-43.8% |
| Admin fee / account holder | $7,222 | $13,335-45.8% | $9,455-23.6% | $13,402-46.1% |