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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 | $81,358+372.4% | $155,556+147.1% | $80,959+374.8% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 12.95% | 33.39%-20.4pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $3,882 | $3,106+25.0% | $4,675-17.0% | $2,757+40.8% |
| Participant deferral / active EE | $2,394 | $3,455-30.7% | $5,631-57.5% | $4,300-44.3% |
| Admin fee / account holder | $17,370 | $7,994+117.3% | $15,885+9.4% | $6,925+150.8% |