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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 | $379,324 | $96,558+292.8% | $80,977+368.4% | $273,972+38.5% |
| Participation rate | 85.7% | 79.1%+6.6pp | 75.8%+9.9pp | 83.0%+2.7pp |
| Annual return | 5.45% | 15.14%-9.7pp | 17.11%-11.7pp | 41.46%-36.0pp |
| Employer contribution / active EE | $12,652 | $4,869+159.9% | $3,715+240.6% | $4,869+159.9% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,274 | $7,493-69.6% | $5,517-58.8% | $10,133-77.6% |