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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 | $331,385 | $98,760+235.5% | $149,715+121.3% | $79,858+315.0% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.6%+27.7pp |
| Annual return | 13.91% | 27.43%-13.5pp | 276.66%-262.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $33,175 | $3,217+931.3% | $4,645+614.3% | $2,471+1242.6% |
| Participant deferral / active EE | $9,105 | $5,681+60.3% | $6,842+33.1% | $3,740+143.4% |
| Admin fee / account holder | $1,607 | $6,053-73.5% | $9,310-82.7% | $5,306-69.7% |