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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 | $278,014 | $63,703+336.4% | $93,063+198.7% | $82,448+237.2% |
| Participation rate | 90.3% | 63.8%+26.5pp | 72.1%+18.2pp | 68.1%+22.3pp |
| Annual return | 24.57% | -775.43%+800.0pp | 34.15%-9.6pp | 41.64%-17.1pp |
| Employer contribution / active EE | $5,540 | $1,729+220.5% | $2,476+123.7% | $2,551+117.2% |
| Participant deferral / active EE | $8,963 | $2,919+207.1% | $3,958+126.5% | $4,139+116.5% |
| Admin fee / account holder | $1,671 | $5,982-72.1% | $6,033-72.3% | $7,234-76.9% |