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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 | $438,374 | $162,821+169.2% | $133,978+227.2% | $158,982+175.7% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 7.29% | 41.95%-34.7pp | 45.10%-37.8pp | 302.99%-295.7pp |
| Employer contribution / active EE | $6,250 | $4,976+25.6% | $3,919+59.5% | $4,763+31.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19,503 | $11,742+66.1% | $8,930+118.4% | $11,252+73.3% |