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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 | $301,729 | $106,524+183.2% | $152,301+98.1% | $87,485+244.9% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.4%+6.0pp | 68.9%+19.5pp |
| Annual return | 18.63% | 26.89%-8.3pp | 80.50%-61.9pp | 26.06%-7.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $22,418 | $6,525+243.6% | $8,004+180.1% | $4,274+424.6% |
| Admin fee / account holder | $19,698 | $8,287+137.7% | $14,398+36.8% | $7,775+153.4% |