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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 | $254,024 | $114,712+121.4% | $173,730+46.2% | $87,485+190.4% |
| Participation rate | 95.8% | 73.0%+22.8pp | 79.6%+16.3pp | 68.9%+26.9pp |
| Annual return | 12.42% | 20.18%-7.8pp | 19.96%-7.5pp | 26.06%-13.6pp |
| Employer contribution / active EE | $20,715 | $2,904+613.3% | $4,577+352.5% | $2,596+697.9% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $39,042 | $10,210+282.4% | $17,523+122.8% | $7,775+402.2% |