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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 | $253,559 | $70,486+259.7% | $100,535+152.2% | $79,856+217.5% |
| Participation rate | 74.3% | 73.6%+0.6pp | 79.4%-5.1pp | 69.6%+4.6pp |
| Annual return | 37.29% | 21.90%+15.4pp | 30.90%+6.4pp | 31.71%+5.6pp |
| Employer contribution / active EE | $17,595 | $2,165+712.9% | $3,419+414.7% | $2,471+612.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,319 | $4,480+130.3% | $8,085+27.6% | $5,306+94.5% |