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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 | $293,515 | $161,352+81.9% | $134,172+118.8% | $137,256+113.8% |
| Participation rate | 92.3% | 78.3%+14.0pp | 72.5%+19.8pp | 80.0%+12.3pp |
| Annual return | 16.16% | 28.72%-12.6pp | 25.30%-9.1pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,790 | $4,099-31.9% | $3,420-18.4% | $4,156-32.9% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $23,138 | $15,028+54.0% | $12,016+92.6% | $12,270+88.6% |