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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 | $393,764 | $110,410+256.6% | $102,437+284.4% | $145,897+169.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.48% | 24.85%-10.4pp | 24.95%-10.5pp | 552.29%-537.8pp |
| Employer contribution / active EE | $17,970 | $4,217+326.1% | $3,871+364.3% | $4,663+285.4% |
| Participant deferral / active EE | $10,195 | $5,622+81.3% | $5,060+101.5% | $6,689+52.4% |
| Admin fee / account holder | $10,978 | $9,745+12.6% | $8,388+30.9% | $13,390-18.0% |