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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 | $276,990 | $89,370+209.9% | $141,197+96.2% | $72,976+279.6% |
| Participation rate | 96.8% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 22.05% | 111.88%-89.8pp | 71.41%-49.4pp | 81.02%-59.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,089 | $5,419+141.5% | $6,710+95.1% | $3,608+262.8% |
| Admin fee / account holder | $14,849 | $5,957+149.3% | $10,265+44.7% | $5,124+189.8% |