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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 | $314,722 | $111,535+182.2% | $105,223+199.1% | $137,256+129.3% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 11.96% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $6,452 | $3,939+63.8% | $3,689+74.9% | $4,156+55.2% |
| Participant deferral / active EE | $14,609 | $5,500+165.6% | $5,072+188.1% | $6,407+128.0% |
| Admin fee / account holder | $46,060 | $9,721+373.8% | $8,859+419.9% | $12,270+275.4% |