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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 | $377,248 | $149,741+151.9% | $118,914+217.2% | $158,982+137.3% |
| Participation rate | 91.7% | 82.1%+9.5pp | 75.4%+16.3pp | 82.0%+9.7pp |
| Annual return | 23.57% | 19.94%+3.6pp | 35.89%-12.3pp | 302.99%-279.4pp |
| Employer contribution / active EE | $6,250 | $4,119+51.8% | $3,264+91.5% | $4,763+31.2% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,704 | $8,607+1.1% | $6,582+32.2% | $11,252-22.6% |