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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 | $79,181+228.5% | $102,423+153.9% | $74,429+249.5% |
| Participation rate | 84.2% | 74.8%+9.4pp | 76.5%+7.7pp | 67.2%+16.9pp |
| Annual return | 17.82% | 54.97%-37.2pp | 29.42%-11.6pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $3,495 | $2,362+48.0% | $3,023+15.6% | $2,625+33.2% |
| Participant deferral / active EE | $7,663 | $4,416+73.5% | $5,054+51.6% | $4,348+76.2% |
| Admin fee / account holder | $6,376 | $2,002+218.5% | $9,455-32.6% | $1,944+227.9% |