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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 | $275,927 | $93,345+195.6% | $119,126+131.6% | $87,485+215.4% |
| Participation rate | 96.8% | 68.7%+28.1pp | 75.8%+21.1pp | 68.9%+27.9pp |
| Annual return | 13.43% | 19.08%-5.7pp | 282.11%-268.7pp | 26.06%-12.6pp |
| Employer contribution / active EE | $22,374 | $3,172+605.4% | $4,034+454.7% | $2,596+761.8% |
| Participant deferral / active EE | $3,904 | $4,099-4.8% | $5,318-26.6% | $4,274-8.7% |
| Admin fee / account holder | $13,325 | $8,039+65.8% | $10,693+24.6% | $7,775+71.4% |