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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 | $388,550 | $102,595+278.7% | $94,057+313.1% | $154,746+151.1% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 80.7%+11.6pp |
| Annual return | 17.12% | 583.42%-566.3pp | 480.62%-463.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,850 | $3,147+22.3% | $2,933+31.3% | $4,379-12.1% |
| Participant deferral / active EE | $9,789 | $5,118+91.3% | $4,709+107.9% | $6,730+45.4% |
| Admin fee / account holder | $2,037 | $7,736-73.7% | $7,244-71.9% | $14,365-85.8% |