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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 | $331,561 | $154,159+115.1% | $130,026+155.0% | $139,456+137.8% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 15.27% | 32.50%-17.2pp | -137.26%+152.5pp | 373.45%-358.2pp |
| Employer contribution / active EE | $6,588 | $5,292+24.5% | $4,321+52.5% | $4,753+38.6% |
| Participant deferral / active EE | $17,784 | $6,710+165.0% | $5,821+205.5% | $6,711+165.0% |
| Admin fee / account holder | $4,225 | $14,001-69.8% | $10,608-60.2% | $11,407-63.0% |