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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 | $264,733 | $102,245+158.9% | $89,340+196.3% | $137,256+92.9% |
| Participation rate | 94.4% | 74.9%+19.6pp | 69.6%+24.9pp | 80.0%+14.5pp |
| Annual return | 16.42% | 21.89%-5.5pp | 20.57%-4.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,592 | $4,436-41.6% | $3,823-32.2% | $6,407-59.5% |
| Admin fee / account holder | $16,483 | $8,085+103.9% | $6,704+145.9% | $12,270+34.3% |