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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 | $315,457 | $95,453+230.5% | $112,040+181.6% | $82,448+282.6% |
| Participation rate | 95.9% | 72.8%+23.2pp | 76.5%+19.4pp | 68.1%+27.9pp |
| Annual return | 12.54% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,653 | $2,318+14.5% | $2,954-10.2% | $2,551+4.0% |
| Participant deferral / active EE | $2,891 | $4,224-31.6% | $5,098-43.3% | $4,139-30.2% |
| Admin fee / account holder | $37,421 | $9,013+315.2% | $12,098+209.3% | $7,234+417.3% |