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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 | $340,575 | $104,251+226.7% | $91,004+274.2% | $147,586+130.8% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 15.35% | 27.06%-11.7pp | 4.60%+10.8pp | 578.59%-563.2pp |
| Employer contribution / active EE | $6,592 | $3,116+111.6% | $2,456+168.4% | $4,876+35.2% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,053 | $8,948+12.3% | $5,417+85.6% | $10,886-7.7% |