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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 | $260,847 | $138,393+88.5% | $184,256+41.6% | $80,959+222.2% |
| Participation rate | 98.9% | 83.9%+15.0pp | 86.8%+12.0pp | 67.7%+31.2pp |
| Annual return | 32.85% | 20.01%+12.8pp | 28.85%+4.0pp | 35.67%-2.8pp |
| Employer contribution / active EE | $9,863 | $4,847+103.5% | $6,427+53.5% | $2,757+257.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,079 | $10,489-61.1% | $13,899-70.7% | $6,925-41.1% |