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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 | $117,895+125.7% | $102,460+159.7% | $145,897+82.4% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+14.9pp |
| Annual return | 10.82% | 31.92%-21.1pp | 29.47%-18.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $21,309 | $3,619+488.8% | $3,025+604.4% | $4,663+357.0% |
| Participant deferral / active EE | $3,758 | $5,736-34.5% | $5,056-25.7% | $6,689-43.8% |
| Admin fee / account holder | $7,222 | $13,353-45.9% | $9,460-23.7% | $13,390-46.1% |