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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 | $255,267 | $84,236+203.0% | $170,435+49.8% | $70,126+264.0% |
| Participation rate | 89.3% | 70.8%+18.5pp | 83.6%+5.7pp | 69.5%+19.8pp |
| Annual return | 19.37% | 23.06%-3.7pp | 205.94%-186.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $16,112 | $3,387+375.7% | $5,432+196.6% | $2,343+587.8% |
| Participant deferral / active EE | $10,789 | $3,086+249.6% | $4,939+118.4% | $3,332+223.8% |
| Admin fee / account holder | $1,443 | $5,698-74.7% | $13,881-89.6% | $4,645-68.9% |