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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 | $300,211 | $211,224+42.1% | $178,505+68.2% | $145,897+105.8% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 10.13% | 30.28%-20.2pp | 27.16%-17.0pp | 552.29%-542.2pp |
| Employer contribution / active EE | $3,042 | $4,577-33.5% | $3,955-23.1% | $4,663-34.8% |
| Participant deferral / active EE | $9,664 | $6,966+38.7% | $6,280+53.9% | $6,689+44.5% |
| Admin fee / account holder | $47,363 | $12,109+291.1% | $10,428+354.2% | $13,390+253.7% |