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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 | $279,036 | $43,496+541.5% | $161,489+72.8% | $64,340+333.7% |
| Participation rate | 83.2% | 53.5%+29.7pp | 78.7%+4.5pp | 55.2%+27.9pp |
| Annual return | 11.84% | 20.76%-8.9pp | 89.72%-77.9pp | 24.14%-12.3pp |
| Employer contribution / active EE | $17,391 | $1,431+1115.5% | $4,268+307.4% | $1,862+834.1% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $8,868 | $2,330+280.5% | $16,006-44.6% | $3,703+139.5% |