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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 | $365,293 | $140,592+159.8% | $123,105+196.7% | $125,389+191.3% |
| Participation rate | 94.1% | 88.2%+5.9pp | 86.8%+7.3pp | 83.2%+10.9pp |
| Annual return | -2.01% | 16.80%-18.8pp | 13.22%-15.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $21,150 | $6,041+250.1% | $5,151+310.6% | $4,866+334.6% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $53,347 | $11,198+376.4% | $9,014+491.8% | $9,541+459.1% |