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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 | $291,366 | $154,193+89.0% | $130,045+124.1% | $139,466+108.9% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.5%+17.0pp | 80.3%+15.1pp |
| Annual return | 17.60% | 32.51%-14.9pp | -137.30%+154.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $2,618 | $5,292-50.5% | $4,321-39.4% | $4,754-44.9% |
| Participant deferral / active EE | $15,494 | $6,709+131.0% | $5,820+166.2% | $6,712+130.8% |
| Admin fee / account holder | $34,336 | $13,989+145.4% | $10,600+223.9% | $11,409+201.0% |