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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 | $463,597 | $162,821+184.7% | $133,978+246.0% | $158,982+191.6% |
| Participation rate | 95.7% | 83.2%+12.4pp | 79.8%+15.8pp | 82.0%+13.7pp |
| Annual return | 24.30% | 41.95%-17.7pp | 45.10%-20.8pp | 302.99%-278.7pp |
| Employer contribution / active EE | $5,994 | $4,976+20.5% | $3,919+53.0% | $4,763+25.9% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,403 | $11,742-79.5% | $8,930-73.1% | $11,252-78.6% |