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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 | $373,553 | $81,504+358.3% | $102,437+264.7% | $80,959+361.4% |
| Participation rate | 98.1% | 66.9%+31.3pp | 74.5%+23.6pp | 67.7%+30.5pp |
| Annual return | 19.43% | 25.60%-6.2pp | 24.95%-5.5pp | 35.67%-16.2pp |
| Employer contribution / active EE | $20,724 | $3,104+567.7% | $3,871+435.4% | $2,757+651.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,555 | $6,719-76.9% | $8,388-81.5% | $6,925-77.5% |