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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 | $354,554 | $154,228+129.9% | $145,433+143.8% | $137,256+158.3% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 15.78% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,403 | $4,804-29.2% | $4,554-25.3% | $4,156-18.1% |
| Participant deferral / active EE | $6,435 | $8,216-21.7% | $7,897-18.5% | $6,407+0.4% |
| Admin fee / account holder | $80,411 | $14,344+460.6% | $13,129+512.5% | $12,270+555.3% |