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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 | $373,632 | $201,372+85.5% | $184,260+102.8% | $145,884+156.1% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.3pp |
| Annual return | 19.69% | 29.04%-9.3pp | 28.84%-9.1pp | 551.85%-532.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22,069 | $9,808+125.0% | $9,133+141.6% | $6,690+229.9% |
| Admin fee / account holder | $385,833 | $16,362+2258.1% | $13,898+2676.2% | $13,392+2781.1% |