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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 | $263,410 | $106,524+147.3% | $152,301+73.0% | $87,485+201.1% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.4%+13.7pp | 68.9%+27.2pp |
| Annual return | 15.37% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $4,645 | $3,371+37.8% | $4,624+0.4% | $2,596+78.9% |
| Participant deferral / active EE | $10,492 | $6,525+60.8% | $8,004+31.1% | $4,274+145.5% |
| Admin fee / account holder | $32,367 | $8,287+290.6% | $14,398+124.8% | $7,775+316.3% |