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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 | $268,003 | $53,774+398.4% | $134,162+99.8% | $79,856+235.6% |
| Participation rate | 78.6% | 58.8%+19.8pp | 72.2%+6.4pp | 69.6%+8.9pp |
| Annual return | 15.28% | 19.01%-3.7pp | 36.35%-21.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,519 | $2,420+45.4% | $3,500+0.5% | $3,741-5.9% |
| Admin fee / account holder | $15,833 | $3,985+297.3% | $6,685+136.8% | $5,306+198.4% |