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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 | $81,476+358.5% | $102,383+264.9% | $80,925+361.6% |
| Participation rate | 98.1% | 66.8%+31.3pp | 74.5%+23.6pp | 67.7%+30.5pp |
| Annual return | 19.43% | 25.59%-6.2pp | 24.94%-5.5pp | 35.65%-16.2pp |
| Employer contribution / active EE | $20,724 | $3,105+567.5% | $3,870+435.5% | $2,756+651.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,555 | $6,717-76.9% | $8,391-81.5% | $6,940-77.6% |