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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 | $342,662 | $154,193+122.2% | $130,045+163.5% | $139,466+145.7% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 15.67% | 32.51%-16.8pp | -137.30%+153.0pp | 373.66%-358.0pp |
| Employer contribution / active EE | $28,865 | $5,292+445.5% | $4,321+568.0% | $4,754+507.2% |
| Participant deferral / active EE | $14,674 | $6,709+118.7% | $5,820+152.1% | $6,712+118.6% |
| Admin fee / account holder | $16,292 | $13,989+16.5% | $10,600+53.7% | $11,409+42.8% |