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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 | $357,277 | $129,737+175.4% | $119,126+199.9% | $154,746+130.9% |
| Participation rate | 89.5% | 78.9%+10.6pp | 75.8%+13.7pp | 80.7%+8.8pp |
| Annual return | 14.30% | 379.08%-364.8pp | 282.11%-267.8pp | 172.34%-158.0pp |
| Employer contribution / active EE | $18,421 | $4,375+321.1% | $4,034+356.7% | $4,379+320.7% |
| Participant deferral / active EE | $4,626 | $5,842-20.8% | $5,318-13.0% | $6,730-31.3% |
| Admin fee / account holder | $7,212 | $11,961-39.7% | $10,693-32.6% | $14,365-49.8% |