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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 | $301,947 | $98,766+205.7% | $149,730+101.7% | $79,852+278.1% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.6%+22.9pp |
| Annual return | 16.08% | 27.43%-11.4pp | 276.70%-260.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $616 | $3,217-80.9% | $4,645-86.7% | $2,471-75.1% |
| Participant deferral / active EE | $7,847 | $5,681+38.1% | $6,843+14.7% | $3,740+109.8% |
| Admin fee / account holder | $19,688 | $6,052+225.3% | $9,310+111.5% | $5,306+271.0% |