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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 | $260,093 | $79,223+228.3% | $102,460+153.8% | $74,478+249.2% |
| Participation rate | 84.2% | 74.8%+9.4pp | 76.5%+7.6pp | 67.2%+16.9pp |
| Annual return | 17.82% | 54.98%-37.2pp | 29.47%-11.7pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $3,495 | $2,363+47.9% | $3,025+15.5% | $2,626+33.1% |
| Participant deferral / active EE | $7,663 | $4,417+73.5% | $5,056+51.6% | $4,350+76.1% |
| Admin fee / account holder | $6,376 | $2,003+218.3% | $9,460-32.6% | $1,946+227.7% |