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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 | $279,833 | $118,496+136.2% | $98,461+184.2% | $139,466+100.6% |
| Participation rate | 80.0% | 77.5%+2.5pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 9.90% | 18.96%-9.1pp | 21.17%-11.3pp | 373.66%-363.8pp |
| Employer contribution / active EE | $1,456 | $3,611-59.7% | $3,049-52.2% | $4,754-69.4% |
| Participant deferral / active EE | $1,588 | $5,393-70.6% | $4,738-66.5% | $6,712-76.3% |
| Admin fee / account holder | $54,205 | $14,056+285.6% | $8,961+504.9% | $11,409+375.1% |