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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 | $270,639 | $85,766+215.6% | $136,298+98.6% | $70,126+285.9% |
| Participation rate | 82.4% | 74.2%+8.2pp | 81.9%+0.4pp | 69.5%+12.8pp |
| Annual return | 17.13% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $16,669 | $2,966+462.0% | $4,696+255.0% | $2,343+611.6% |
| Participant deferral / active EE | $11,902 | $5,051+135.6% | $6,247+90.5% | $3,332+257.2% |
| Admin fee / account holder | $2,710 | $5,421-50.0% | $9,244-70.7% | $4,645-41.7% |