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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 | $411,778 | $90,486+355.1% | $78,676+423.4% | $273,972+50.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 7.84% | 75.62%-67.8pp | 62.19%-54.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $18,654 | $3,175+487.5% | $2,850+554.5% | $4,869+283.1% |
| Participant deferral / active EE | $714 | $3,901-81.7% | $3,517-79.7% | $5,287-86.5% |
| Admin fee / account holder | $2,086 | $5,263-60.4% | $4,510-53.7% | $10,133-79.4% |