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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 | $368,507 | $57,541+540.4% | $95,759+284.8% | $75,177+390.2% |
| Participation rate | 93.2% | 62.5%+30.7pp | 72.3%+21.0pp | 67.2%+26.0pp |
| Annual return | 14.64% | 34.93%-20.3pp | 28.42%-13.8pp | 160.75%-146.1pp |
| Employer contribution / active EE | $1,954 | $1,808+8.1% | $2,836-31.1% | $2,671-26.8% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,375 | $4,099+226.3% | $5,678+135.6% | $5,651+136.7% |