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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 | $407,553 | $108,942+274.1% | $100,415+305.9% | $145,897+179.3% |
| Participation rate | 93.3% | 83.0%+10.4pp | 81.5%+11.8pp | 80.3%+13.0pp |
| Annual return | 12.02% | 58.27%-46.2pp | 49.47%-37.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $4,356 | $4,422-1.5% | $3,943+10.5% | $4,663-6.6% |
| Participant deferral / active EE | $11,346 | $8,461+34.1% | $8,091+40.2% | $6,689+69.6% |
| Admin fee / account holder | $18,049 | $9,702+86.0% | $7,906+128.3% | $13,390+34.8% |