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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 | $351,798 | $106,749+229.6% | $145,433+141.9% | $82,448+326.7% |
| Participation rate | 98.1% | 75.6%+22.5pp | 82.1%+16.0pp | 68.1%+30.1pp |
| Annual return | 75.08% | 27.59%+47.5pp | 66.58%+8.5pp | 41.64%+33.4pp |
| Employer contribution / active EE | $3,116 | $3,444-9.5% | $4,554-31.6% | $2,551+22.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,542 | $8,390-33.9% | $13,129-57.8% | $7,234-23.4% |