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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 | $304,869 | $162,821+87.2% | $133,978+127.6% | $158,982+91.8% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 10.49% | 41.95%-31.5pp | 45.10%-34.6pp | 302.99%-292.5pp |
| Employer contribution / active EE | $3,075 | $4,976-38.2% | $3,919-21.5% | $4,763-35.4% |
| Participant deferral / active EE | $5,762 | $5,910-2.5% | $5,047+14.2% | $5,983-3.7% |
| Admin fee / account holder | $46,636 | $11,742+297.2% | $8,930+422.2% | $11,252+314.5% |