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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 | $341,248 | $275,752+23.8% | $256,809+32.9% | $198,609+71.8% |
| Participation rate | 95.0% | 89.2%+5.8pp | 88.5%+6.5pp | 82.4%+12.6pp |
| Annual return | 15.98% | 34.81%-18.8pp | 32.73%-16.7pp | 202.70%-186.7pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,580 | $10,037+35.3% | $9,520+42.6% | $6,977+94.6% |
| Admin fee / account holder | $7,396 | $25,716-71.2% | $25,146-70.6% | $19,030-61.1% |