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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 | $295,628 | $97,125+204.4% | $86,233+242.8% | $137,256+115.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 14.01% | 74.19%-60.2pp | 61.39%-47.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $14,823 | $2,841+421.7% | $2,504+491.9% | $4,156+256.7% |
| Participant deferral / active EE | $17,154 | $5,180+231.2% | $4,559+276.3% | $6,407+167.7% |
| Admin fee / account holder | $39,196 | $9,725+303.1% | $8,342+369.9% | $12,270+219.4% |