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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 | $385,213 | $95,664+302.7% | $76,902+400.9% | $139,487+176.2% |
| Participation rate | 83.3% | 74.0%+9.3pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 28.25% | 55.03%-26.8pp | 37.91%-9.7pp | 373.84%-345.6pp |
| Employer contribution / active EE | $3,310 | $3,147+5.2% | $2,534+30.6% | $4,755-30.4% |
| Participant deferral / active EE | $7,245 | $4,626+56.6% | $3,833+89.0% | $6,713+7.9% |
| Admin fee / account holder | $22,092 | $8,311+165.8% | $5,479+303.2% | $11,407+93.7% |