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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 | $276,529 | $83,485+231.2% | $125,192+120.9% | $72,975+278.9% |
| Participation rate | 94.2% | 73.3%+20.9pp | 79.8%+14.5pp | 69.5%+24.7pp |
| Annual return | 25.72% | 25.77%0pp | 43.79%-18.1pp | 81.01%-55.3pp |
| Employer contribution / active EE | $4,952 | $2,346+111.1% | $3,866+28.1% | $2,440+102.9% |
| Participant deferral / active EE | $3,042 | $3,586-15.2% | $4,937-38.4% | $3,608-15.7% |
| Admin fee / account holder | $33,211 | $5,518+501.9% | $9,704+242.2% | $5,124+548.1% |