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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 | $272,624 | $105,210+159.1% | $159,487+70.9% | $85,851+217.6% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.8%+13.9pp | 69.3%+27.5pp |
| Annual return | 15.59% | 45.08%-29.5pp | 263.71%-248.1pp | 318.63%-303.0pp |
| Employer contribution / active EE | $3,308 | $3,319-0.3% | $4,831-31.5% | $2,565+28.9% |
| Participant deferral / active EE | $12,543 | $5,946+111.0% | $7,354+70.6% | $3,952+217.4% |
| Admin fee / account holder | $2,973 | $6,934-57.1% | $10,804-72.5% | $6,261-52.5% |