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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 | $277,372 | $106,524+160.4% | $152,301+82.1% | $87,485+217.1% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.4%+16.4pp | 68.9%+30.0pp |
| Annual return | 18.71% | 26.89%-8.2pp | 80.50%-61.8pp | 26.06%-7.4pp |
| Employer contribution / active EE | $19,376 | $3,371+474.7% | $4,624+319.0% | $2,596+646.3% |
| Participant deferral / active EE | $9,365 | $6,525+43.5% | $8,004+17.0% | $4,274+119.1% |
| Admin fee / account holder | $781 | $8,287-90.6% | $14,398-94.6% | $7,775-90.0% |