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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 | $355,649 | $58,726+505.6% | $142,898+148.9% | $85,847+314.3% |
| Participation rate | 72.5% | 58.5%+14.1pp | 72.0%+0.6pp | 69.3%+3.2pp |
| Annual return | 17.30% | 27.73%-10.4pp | 5639.64%-5622.3pp | 318.61%-301.3pp |
| Employer contribution / active EE | $7,333 | $1,424+415.1% | $4,146+76.9% | $2,565+185.8% |
| Participant deferral / active EE | $3,950 | $2,609+51.4% | $3,838+2.9% | $3,952-0.1% |
| Admin fee / account holder | $43,755 | $4,234+933.3% | $6,560+567.0% | $6,261+598.9% |