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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 | $296,353 | $107,079+176.8% | $151,266+95.9% | $87,485+238.7% |
| Participation rate | 95.3% | 71.1%+24.3pp | 77.0%+18.4pp | 68.9%+26.4pp |
| Annual return | 17.14% | 22.17%-5.0pp | 180.60%-163.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,989 | $3,174-5.8% | $4,237-29.4% | $2,596+15.1% |
| Participant deferral / active EE | $7,155 | $5,789+23.6% | $7,337-2.5% | $4,274+67.4% |
| Admin fee / account holder | $42,012 | $8,059+421.3% | $13,159+219.3% | $7,775+440.4% |