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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 | $335,650 | $82,028+309.2% | $123,105+172.7% | $59,633+462.9% |
| Participation rate | 88.9% | 83.2%+5.7pp | 86.8%+2.1pp | 68.7%+20.2pp |
| Annual return | 1.68% | 5.12%-3.4pp | 13.22%-11.5pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $13,113 | $3,297+297.8% | $5,151+154.6% | $2,203+495.3% |
| Participant deferral / active EE | $9,453 | $4,667+102.6% | $6,229+51.7% | $3,192+196.2% |
| Admin fee / account holder | $3,318 | $5,879-43.6% | $9,014-63.2% | $4,297-22.8% |