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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 | $70,366+267.1% | $66,674+287.4% | $138,895+86.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.7%+16.3pp | 79.9%+10.1pp |
| Annual return | 18.68% | 386.41%-367.7pp | 321.24%-302.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $9,203 | $2,765+232.8% | $2,620+251.3% | $4,194+119.4% |
| Participant deferral / active EE | $3,505 | $4,374-19.9% | $4,084-14.2% | $6,396-45.2% |
| Admin fee / account holder | $8,165 | $5,262+55.2% | $5,098+60.2% | $12,562-35.0% |