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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 | $103,164+156.6% | $90,259+193.3% | $154,746+71.1% |
| Participation rate | 94.4% | 76.1%+18.4pp | 70.7%+23.7pp | 80.7%+13.7pp |
| Annual return | 16.42% | 19.25%-2.8pp | 18.88%-2.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,592 | $4,422-41.4% | $3,827-32.3% | $6,730-61.5% |
| Admin fee / account holder | $16,483 | $8,593+91.8% | $7,267+126.8% | $14,365+14.7% |