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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 | $331,225 | $91,559+261.8% | $133,971+147.2% | $79,852+314.8% |
| Participation rate | 94.0% | 73.3%+20.7pp | 79.8%+14.2pp | 69.6%+24.4pp |
| Annual return | 23.06% | 61.85%-38.8pp | 45.09%-22.0pp | 31.72%-8.7pp |
| Employer contribution / active EE | $4,615 | $2,384+93.6% | $3,919+17.8% | $2,471+86.8% |
| Participant deferral / active EE | $3,330 | $3,734-10.8% | $5,047-34.0% | $3,740-11.0% |
| Admin fee / account holder | $29,832 | $6,321+371.9% | $8,929+234.1% | $5,306+462.2% |