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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 | $365,889 | $98,240+272.4% | $82,312+344.5% | $147,586+147.9% |
| Participation rate | 87.0% | 79.7%+7.2pp | 76.9%+10.1pp | 82.8%+4.1pp |
| Annual return | 9.22% | 30.85%-21.6pp | 25.88%-16.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $8,696 | $3,192+172.4% | $2,428+258.1% | $4,876+78.3% |
| Participant deferral / active EE | $10,489 | $4,383+139.3% | $3,706+183.0% | $5,439+92.9% |
| Admin fee / account holder | $18,459 | $8,563+115.6% | $5,608+229.2% | $10,886+69.6% |