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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 | $263,218 | $72,272+264.2% | $101,264+159.9% | $79,858+229.6% |
| Participation rate | 94.5% | 68.5%+26.1pp | 75.8%+18.7pp | 69.6%+24.9pp |
| Annual return | 27.61% | 22.30%+5.3pp | 46.48%-18.9pp | 31.72%-4.1pp |
| Employer contribution / active EE | $3,021 | $2,692+12.2% | $3,660-17.5% | $2,471+22.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,499 | $4,401-20.5% | $5,947-41.2% | $5,306-34.1% |