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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 | $349,664 | $98,652+254.4% | $142,942+144.6% | $82,448+324.1% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.8%+5.2pp | 68.1%+14.0pp |
| Annual return | 15.29% | 22.65%-7.4pp | 113.70%-98.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $18,024 | $5,580+223.0% | $7,128+152.9% | $4,139+335.4% |
| Admin fee / account holder | $7,207 | $8,078-10.8% | $12,475-42.2% | $7,234-0.4% |