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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 | $359,011 | $81,457+340.7% | $103,378+247.3% | $80,911+343.7% |
| Participation rate | 89.2% | 66.8%+22.4pp | 74.5%+14.7pp | 67.6%+21.6pp |
| Annual return | 34.87% | 25.58%+9.3pp | 24.91%+10.0pp | 35.63%-0.8pp |
| Employer contribution / active EE | $15,834 | $3,107+409.6% | $3,870+309.1% | $2,756+474.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $21,731 | $6,717+223.5% | $8,401+158.7% | $6,935+213.4% |