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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 | $288,976 | $78,015+270.4% | $178,505+61.9% | $80,959+256.9% |
| Participation rate | 84.6% | 65.7%+18.9pp | 77.1%+7.5pp | 67.7%+16.9pp |
| Annual return | 13.51% | 18.10%-4.6pp | 27.16%-13.6pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,067 | $4,406+151.2% | $6,280+76.2% | $4,300+157.3% |
| Admin fee / account holder | $30,755 | $7,160+329.5% | $10,428+194.9% | $6,925+344.1% |