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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 | $289,168 | $102,382+182.4% | $147,005+96.7% | $80,874+257.6% |
| Participation rate | 82.8% | 75.8%+6.9pp | 82.2%+0.6pp | 67.6%+15.1pp |
| Annual return | 19.82% | 134.89%-115.1pp | 418.76%-398.9pp | 35.62%-15.8pp |
| Employer contribution / active EE | $2,807 | $3,715-24.4% | $4,934-43.1% | $2,756+1.9% |
| Participant deferral / active EE | $7,610 | $6,646+14.5% | $8,070-5.7% | $4,297+77.1% |
| Admin fee / account holder | $3,719 | $7,942-53.2% | $13,006-71.4% | $6,935-46.4% |