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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 | $330,648 | $106,749+209.7% | $145,433+127.4% | $82,448+301.0% |
| Participation rate | 89.5% | 75.6%+13.8pp | 82.1%+7.4pp | 68.1%+21.4pp |
| Annual return | 16.66% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,436 | $6,519-32.0% | $7,897-43.8% | $4,139+7.2% |
| Admin fee / account holder | $36,350 | $8,390+333.3% | $13,129+176.9% | $7,234+402.5% |