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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 | $340,092 | $124,425+173.3% | $112,040+203.5% | $137,256+147.8% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.5%+18.0pp | 80.0%+14.5pp |
| Annual return | 10.69% | 24.72%-14.0pp | 24.52%-13.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $26,307 | $3,411+671.2% | $2,954+790.6% | $4,156+533.0% |
| Participant deferral / active EE | $7,221 | $5,718+26.3% | $5,098+41.7% | $6,407+12.7% |
| Admin fee / account holder | $24,701 | $15,207+62.4% | $12,098+104.2% | $12,270+101.3% |