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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 | $350,006 | $103,393+238.5% | $87,103+301.8% | $152,909+128.9% |
| Participation rate | 76.5% | 79.4%-2.9pp | 76.9%-0.4pp | 82.5%-6.0pp |
| Annual return | 14.82% | 28.10%-13.3pp | 28.19%-13.4pp | 345.46%-330.6pp |
| Employer contribution / active EE | $1,939 | $3,221-39.8% | $2,521-23.1% | $4,764-59.3% |
| Participant deferral / active EE | $9,466 | $4,778+98.1% | $4,049+133.8% | $5,851+61.8% |
| Admin fee / account holder | $5,596 | $12,195-54.1% | $7,491-25.3% | $11,601-51.8% |