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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 | $295,774 | $85,766+244.9% | $136,295+117.0% | $70,131+321.7% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 14.94% | 31.45%-16.5pp | 5155.97%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $6,288 | $2,966+112.0% | $4,695+33.9% | $2,342+168.5% |
| Participant deferral / active EE | $8,978 | $5,051+77.7% | $6,247+43.7% | $3,332+169.5% |
| Admin fee / account holder | $68,011 | $5,420+1154.7% | $9,243+635.8% | $4,645+1364.0% |