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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 | $272,209 | $78,707+245.9% | $117,861+131.0% | $70,126+288.2% |
| Participation rate | 93.8% | 73.2%+20.6pp | 79.7%+14.1pp | 69.5%+24.2pp |
| Annual return | 12.85% | 23.30%-10.4pp | 335.11%-322.3pp | 73.15%-60.3pp |
| Employer contribution / active EE | $2,207 | $2,223-0.7% | $3,786-41.7% | $2,343-5.8% |
| Participant deferral / active EE | $6,204 | $3,297+88.2% | $4,482+38.4% | $3,332+86.2% |
| Admin fee / account holder | $35,280 | $5,066+596.5% | $8,021+339.9% | $4,645+659.5% |