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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 | $251,770 | $117,444+114.4% | $99,479+153.1% | $152,909+64.7% |
| Participation rate | 90.9% | 77.5%+13.4pp | 73.8%+17.1pp | 82.5%+8.5pp |
| Annual return | 18.83% | 31.87%-13.0pp | 30.72%-11.9pp | 345.46%-326.6pp |
| Employer contribution / active EE | $4,545 | $3,014+50.8% | $2,540+78.9% | $4,764-4.6% |
| Participant deferral / active EE | $3,632 | $4,086-11.1% | $3,619+0.4% | $5,851-37.9% |
| Admin fee / account holder | $3,245 | $7,635-57.5% | $6,253-48.1% | $11,601-72.0% |