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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 | $347,373 | $81,504+326.2% | $102,437+239.1% | $80,959+329.1% |
| Participation rate | 94.1% | 66.9%+27.3pp | 74.5%+19.6pp | 67.7%+26.4pp |
| Annual return | 11.62% | 25.60%-14.0pp | 24.95%-13.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $26,564 | $3,104+755.9% | $3,871+586.3% | $2,757+863.4% |
| Participant deferral / active EE | $10,138 | $3,871+161.9% | $5,060+100.3% | $4,300+135.7% |
| Admin fee / account holder | $27,072 | $6,719+302.9% | $8,388+222.7% | $6,925+290.9% |