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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 | $267,445 | $56,060+377.1% | $76,002+251.9% | $80,874+230.7% |
| Participation rate | 92.0% | 62.0%+30.0pp | 69.1%+22.9pp | 67.6%+24.4pp |
| Annual return | 14.06% | 20.54%-6.5pp | 360.07%-346.0pp | 35.62%-21.6pp |
| Employer contribution / active EE | $11,509 | $1,873+514.4% | $2,688+328.1% | $2,756+317.7% |
| Participant deferral / active EE | $18,433 | $3,051+504.1% | $4,257+333.0% | $4,297+329.0% |
| Admin fee / account holder | $28,416 | $5,237+442.6% | $6,414+343.1% | $6,935+309.7% |