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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 | $319,016 | $110,083+189.8% | $151,645+110.4% | $68,490+365.8% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | 5.74% | -10.12%+15.9pp | 3.34%+2.4pp | -7.85%+13.6pp |
| Employer contribution / active EE | $3,914 | $4,470-12.4% | $6,165-36.5% | $2,597+50.7% |
| Participant deferral / active EE | $15,416 | $6,526+136.2% | $8,363+84.3% | $4,028+282.7% |
| Admin fee / account holder | $22,689 | $7,718+194.0% | $11,614+95.4% | $5,403+319.9% |