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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 | $442,481 | $75,962+482.5% | $154,108+187.1% | $64,173+589.5% |
| Participation rate | 83.9% | 70.4%+13.5pp | 83.0%+0.8pp | 69.6%+14.3pp |
| Annual return | 8.67% | 30.32%-21.7pp | 735.21%-726.5pp | 7.63%+1.0pp |
| Employer contribution / active EE | $8,557 | $3,350+155.4% | $5,298+61.5% | $2,381+259.4% |
| Participant deferral / active EE | $5,951 | $3,175+87.5% | $5,081+17.1% | $3,470+71.5% |
| Admin fee / account holder | $10,653 | $5,589+90.6% | $13,411-20.6% | $4,887+118.0% |