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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 | $303,458 | $68,852+340.7% | $120,524+151.8% | $80,925+275.0% |
| Participation rate | 96.7% | 61.6%+35.0pp | 71.9%+24.7pp | 67.7%+29.0pp |
| Annual return | 14.32% | 23.67%-9.4pp | 107.36%-93.0pp | 35.65%-21.3pp |
| Employer contribution / active EE | $7,692 | $2,063+272.8% | $3,469+121.7% | $2,756+179.1% |
| Participant deferral / active EE | $8,266 | $3,187+159.4% | $4,994+65.5% | $4,299+92.3% |
| Admin fee / account holder | $1,781 | $5,781-69.2% | $9,440-81.1% | $6,940-74.3% |