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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 | $337,286 | $90,486+272.8% | $78,676+328.7% | $273,972+23.1% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 9.19% | 75.62%-66.4pp | 62.19%-53.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $12,682 | $3,175+299.4% | $2,850+345.0% | $4,869+160.5% |
| Participant deferral / active EE | $10,391 | $3,901+166.3% | $3,517+195.5% | $5,287+96.5% |
| Admin fee / account holder | $57,544 | $5,263+993.3% | $4,510+1175.9% | $10,133+467.9% |