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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 | $383,514 | $95,664+300.9% | $76,902+398.7% | $139,487+174.9% |
| Participation rate | 92.9% | 74.0%+18.9pp | 69.6%+23.3pp | 80.3%+12.5pp |
| Annual return | 27.38% | 55.03%-27.6pp | 37.91%-10.5pp | 373.84%-346.5pp |
| Employer contribution / active EE | $7,854 | $3,147+149.6% | $2,534+210.0% | $4,755+65.2% |
| Participant deferral / active EE | $7,032 | $4,626+52.0% | $3,833+83.4% | $6,713+4.8% |
| Admin fee / account holder | $2,377 | $8,311-71.4% | $5,479-56.6% | $11,407-79.2% |