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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 | $258,286 | $72,071+258.4% | $68,368+277.8% | $137,256+88.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 18.68% | 353.14%-334.5pp | 292.57%-273.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $9,203 | $2,788+230.1% | $2,649+247.4% | $4,156+121.4% |
| Participant deferral / active EE | $3,505 | $4,410-20.5% | $4,123-15.0% | $6,407-45.3% |
| Admin fee / account holder | $8,165 | $5,336+53.0% | $5,150+58.5% | $12,270-33.5% |