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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 | $415,408 | $111,814+271.5% | $103,374+301.8% | $145,959+184.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 17.98% | 24.77%-6.8pp | 24.89%-6.9pp | 561.95%-544.0pp |
| Employer contribution / active EE | $17,639 | $4,214+318.6% | $3,869+355.9% | $4,661+278.5% |
| Participant deferral / active EE | $8,335 | $5,618+48.4% | $5,058+64.8% | $6,689+24.6% |
| Admin fee / account holder | $1,891 | $9,754-80.6% | $8,394-77.5% | $13,398-85.9% |