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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 | $278,377 | $107,421+159.1% | $182,262+52.7% | $94,015+196.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 84.2%-4.2pp | 70.8%+9.2pp |
| Annual return | 14.06% | 21.32%-7.3pp | 140.60%-126.5pp | 17.84%-3.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,890 | $6,558+35.6% | $8,276+7.4% | $4,249+109.2% |
| Admin fee / account holder | $17,556 | $8,692+102.0% | $16,712+5.1% | $8,951+96.1% |