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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 | $394,884 | $71,873+449.4% | $86,698+355.5% | $68,490+476.6% |
| Participation rate | 95.7% | 72.2%+23.4pp | 76.6%+19.1pp | 67.9%+27.8pp |
| Annual return | 12.51% | 3.54%+9.0pp | 35.96%-23.5pp | -7.85%+20.4pp |
| Employer contribution / active EE | $23,010 | $2,173+958.7% | $2,837+711.1% | $2,597+786.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $21,273 | $6,110+248.1% | $7,492+183.9% | $5,403+293.7% |