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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 | $446,691 | $154,209+189.7% | $130,062+243.4% | $139,487+220.2% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 21.00% | 32.52%-11.5pp | -137.37%+158.4pp | 373.84%-352.8pp |
| Employer contribution / active EE | $18,009 | $5,292+240.3% | $4,322+316.7% | $4,755+278.8% |
| Participant deferral / active EE | $13,705 | $6,709+104.3% | $5,821+135.5% | $6,713+104.2% |
| Admin fee / account holder | $1,627 | $13,988-88.4% | $10,601-84.7% | $11,407-85.7% |