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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 | $301,490 | $81,233+271.1% | $155,567+93.8% | $80,874+272.8% |
| Participation rate | 70.0% | 66.2%+3.8pp | 78.2%-8.2pp | 67.6%+2.4pp |
| Annual return | 12.00% | 33.33%-21.3pp | 64.74%-52.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,546 | $3,101-50.1% | $4,674-66.9% | $2,756-43.9% |
| Participant deferral / active EE | $1,059 | $3,452-69.3% | $5,628-81.2% | $4,297-75.4% |
| Admin fee / account holder | $6,113 | $7,998-23.6% | $15,916-61.6% | $6,935-11.9% |