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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 | $266,131 | $117,859+125.8% | $102,438+159.8% | $145,959+82.3% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 10.82% | 31.72%-20.9pp | 29.37%-18.6pp | 561.95%-551.1pp |
| Employer contribution / active EE | $21,309 | $3,615+489.4% | $3,024+604.7% | $4,661+357.2% |
| Participant deferral / active EE | $3,758 | $5,732-34.4% | $5,054-25.6% | $6,689-43.8% |
| Admin fee / account holder | $7,222 | $13,318-45.8% | $9,448-23.6% | $13,398-46.1% |