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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 | $86,938+226.8% | $102,423+177.4% | $80,925+251.1% |
| Participation rate | 88.3% | 72.4%+15.9pp | 76.5%+11.8pp | 67.7%+20.6pp |
| Annual return | 45.49% | 18.89%+26.6pp | 29.42%+16.1pp | 35.65%+9.8pp |
| Employer contribution / active EE | $18,398 | $2,369+676.6% | $3,023+508.6% | $2,756+567.5% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,515 | $8,053-43.9% | $9,455-52.2% | $6,940-34.9% |