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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 | $86,949+226.7% | $102,460+177.3% | $80,959+250.9% |
| Participation rate | 88.3% | 72.4%+15.9pp | 76.5%+11.8pp | 67.7%+20.6pp |
| Annual return | 45.49% | 18.89%+26.6pp | 29.47%+16.0pp | 35.67%+9.8pp |
| Employer contribution / active EE | $18,398 | $2,370+676.4% | $3,025+508.2% | $2,757+567.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,515 | $8,048-43.9% | $9,460-52.3% | $6,925-34.8% |