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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 | $382,259 | $106,864+257.7% | $147,318+159.5% | $82,637+362.6% |
| Participation rate | 92.3% | 75.5%+16.8pp | 82.1%+10.2pp | 68.1%+24.3pp |
| Annual return | 14.95% | 27.49%-12.5pp | 70.43%-55.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,046 | $6,496+85.4% | $7,906+52.4% | $4,126+191.9% |
| Admin fee / account holder | $44,532 | $8,415+429.2% | $13,708+224.9% | $7,339+506.8% |