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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 | $596,414 | $71,873+729.8% | $86,698+587.9% | $68,490+770.8% |
| Participation rate | 88.0% | 72.2%+15.8pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | 12.03% | 3.54%+8.5pp | 35.96%-23.9pp | -7.85%+19.9pp |
| Employer contribution / active EE | $28,484 | $2,173+1210.6% | $2,837+904.1% | $2,597+996.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $36,749 | $6,110+501.4% | $7,492+390.5% | $5,403+580.2% |