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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 | $307,970 | $77,920+295.2% | $149,723+105.7% | $75,177+309.7% |
| Participation rate | 91.1% | 65.6%+25.5pp | 78.8%+12.3pp | 67.2%+23.9pp |
| Annual return | 17.18% | 31.72%-14.5pp | 134.50%-117.3pp | 160.75%-143.6pp |
| Employer contribution / active EE | $9,338 | $3,138+197.6% | $4,821+93.7% | $2,671+249.6% |
| Participant deferral / active EE | $18,552 | $3,411+443.8% | $5,682+226.5% | $4,126+349.6% |
| Admin fee / account holder | $5,931 | $5,951-0.3% | $13,215-55.1% | $5,651+4.9% |