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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 | $368,802 | $63,346+482.2% | $92,240+299.8% | $70,126+425.9% |
| Participation rate | 96.1% | 68.7%+27.4pp | 76.5%+19.6pp | 69.5%+26.5pp |
| Annual return | 16.74% | 530.19%-513.5pp | 176.29%-159.6pp | 73.15%-56.4pp |
| Employer contribution / active EE | $8,682 | $2,471+251.3% | $3,680+136.0% | $2,343+270.6% |
| Participant deferral / active EE | $9,714 | $2,854+240.4% | $3,897+149.3% | $3,332+191.6% |
| Admin fee / account holder | $4,650 | $3,841+21.1% | $5,194-10.5% | $4,645+0.1% |