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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 | $327,427 | $99,079+230.5% | $78,002+319.8% | $273,968+19.5% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.5%+17.3pp | 83.0%+9.8pp |
| Annual return | 7.21% | 217.93%-210.7pp | 425.99%-418.8pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,888 | $3,308-42.9% | $2,470-23.6% | $4,869-61.2% |
| Participant deferral / active EE | $4,292 | $4,306-0.3% | $3,497+22.7% | $5,287-18.8% |
| Admin fee / account holder | $17,821 | $8,954+99.0% | $5,481+225.2% | $10,132+75.9% |