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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 | $289,072 | $51,638+459.8% | $68,368+322.8% | $82,448+250.6% |
| Participation rate | 88.2% | 63.6%+24.6pp | 73.8%+14.5pp | 68.1%+20.2pp |
| Annual return | 17.40% | 37.53%-20.1pp | 292.57%-275.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,231 | $2,047-39.9% | $2,649-53.5% | $2,551-51.8% |
| Participant deferral / active EE | $14,857 | $2,914+409.9% | $4,123+260.4% | $4,139+258.9% |
| Admin fee / account holder | $1,654 | $4,643-64.4% | $5,150-67.9% | $7,234-77.1% |