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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 | $284,099 | $86,922+226.8% | $102,438+177.3% | $80,874+251.3% |
| Participation rate | 88.3% | 72.4%+15.9pp | 76.5%+11.8pp | 67.6%+20.7pp |
| Annual return | 45.49% | 18.90%+26.6pp | 29.37%+16.1pp | 35.62%+9.9pp |
| Employer contribution / active EE | $18,398 | $2,369+676.5% | $3,024+508.5% | $2,756+567.7% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,515 | $8,050-43.9% | $9,448-52.2% | $6,935-34.9% |