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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 | $297,460 | $63,703+366.9% | $93,063+219.6% | $82,448+260.8% |
| Participation rate | 76.4% | 63.8%+12.5pp | 72.1%+4.2pp | 68.1%+8.3pp |
| Annual return | 14.25% | -775.43%+789.7pp | 34.15%-19.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,660 | $1,729+111.8% | $2,476+47.8% | $2,551+43.5% |
| Participant deferral / active EE | $8,608 | $2,919+194.9% | $3,958+117.5% | $4,139+108.0% |
| Admin fee / account holder | $36,784 | $5,982+514.9% | $6,033+509.7% | $7,234+408.5% |