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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 | $351,686 | $78,423+348.4% | $95,964+266.5% | $79,856+340.4% |
| Participation rate | 98.8% | 73.5%+25.3pp | 77.1%+21.7pp | 69.6%+29.2pp |
| Annual return | 36.70% | 19.37%+17.3pp | 91.64%-54.9pp | 31.71%+5.0pp |
| Employer contribution / active EE | $1,583 | $1,945-18.6% | $2,541-37.7% | $2,471-35.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $949 | $5,622-83.1% | $6,797-86.0% | $5,306-82.1% |