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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 | $177,156+65.7% | $147,027+99.6% | $154,746+89.7% |
| Participation rate | 92.3% | 79.4%+13.0pp | 73.7%+18.6pp | 80.7%+11.6pp |
| Annual return | 16.16% | 21.94%-5.8pp | 20.23%-4.1pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,790 | $4,336-35.7% | $3,626-23.0% | $4,379-36.3% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $23,138 | $14,904+55.2% | $12,223+89.3% | $14,365+61.1% |