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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 | $384,356 | $81,233+373.1% | $155,567+147.1% | $80,874+375.3% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 12.95% | 33.33%-20.4pp | 64.74%-51.8pp | 35.62%-22.7pp |
| Employer contribution / active EE | $3,882 | $3,101+25.2% | $4,674-16.9% | $2,756+40.9% |
| Participant deferral / active EE | $2,394 | $3,452-30.6% | $5,628-57.5% | $4,297-44.3% |
| Admin fee / account holder | $17,370 | $7,998+117.2% | $15,916+9.1% | $6,935+150.5% |