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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 | $391,756 | $87,225+349.1% | $158,226+147.6% | $94,015+316.7% |
| Participation rate | 92.3% | 67.9%+24.4pp | 74.8%+17.5pp | 70.8%+21.5pp |
| Annual return | 12.76% | 16.34%-3.6pp | 501.41%-488.7pp | 17.84%-5.1pp |
| Employer contribution / active EE | $5,769 | $2,217+160.3% | $2,986+93.2% | $2,790+106.8% |
| Participant deferral / active EE | $0 | $3,405-100.0% | $4,317-100.0% | $4,249-100.0% |
| Admin fee / account holder | $28,151 | $7,888+256.9% | $10,217+175.5% | $8,951+214.5% |