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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 | $330,018 | $106,864+208.8% | $147,318+124.0% | $82,637+299.4% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.1%+3.6pp | 68.1%+17.7pp |
| Annual return | 48.70% | 27.49%+21.2pp | 70.43%-21.7pp | 53.51%-4.8pp |
| Employer contribution / active EE | $7,177 | $3,417+110.1% | $4,593+56.3% | $2,552+181.2% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,808 | $8,415-66.6% | $13,708-79.5% | $7,339-61.7% |