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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 | $324,426 | $154,159+110.4% | $130,026+149.5% | $139,456+132.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 11.76% | 32.50%-20.7pp | -137.26%+149.0pp | 373.45%-361.7pp |
| Employer contribution / active EE | $10,000 | $5,292+89.0% | $4,321+131.4% | $4,753+110.4% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,548 | $14,001-74.7% | $10,608-66.6% | $11,407-68.9% |