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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 | $251,028 | $81,331+208.6% | $155,534+61.4% | $80,935+210.2% |
| Participation rate | 92.0% | 66.3%+25.7pp | 78.2%+13.8pp | 67.7%+24.3pp |
| Annual return | 15.53% | 33.37%-17.8pp | 64.92%-49.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $12,953 | $3,105+317.2% | $4,675+177.1% | $2,757+369.9% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $669 | $7,999-91.6% | $15,900-95.8% | $6,924-90.3% |