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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 | $407,048 | $58,258+598.7% | $81,820+397.5% | $80,925+403.0% |
| Participation rate | 92.6% | 63.5%+29.1pp | 72.4%+20.2pp | 67.7%+24.9pp |
| Annual return | 15.99% | 41.76%-25.8pp | 777.93%-761.9pp | 35.65%-19.7pp |
| Employer contribution / active EE | $3,890 | $2,345+65.8% | $2,915+33.4% | $2,756+41.1% |
| Participant deferral / active EE | $7,926 | $3,284+141.4% | $4,323+83.4% | $4,299+84.4% |
| Admin fee / account holder | $5,753 | $4,976+15.6% | $7,391-22.2% | $6,940-17.1% |