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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 | $367,751 | $95,406+285.5% | $185,849+97.9% | $85,847+328.4% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 14.12% | 23.59%-9.5pp | 122.10%-108.0pp | 318.61%-304.5pp |
| Employer contribution / active EE | $7,531 | $3,314+127.3% | $5,169+45.7% | $2,565+193.6% |
| Participant deferral / active EE | $2,799 | $3,424-18.3% | $5,569-49.7% | $3,952-29.2% |
| Admin fee / account holder | $6,629 | $7,214-8.1% | $16,244-59.2% | $6,261+5.9% |