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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 | $317,996 | $93,692+239.4% | $116,538+172.9% | $86,983+265.6% |
| Participation rate | 96.0% | 79.6%+16.4pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 14.41% | 26.00%-11.6pp | 17.97%-3.6pp | 25.83%-11.4pp |
| Employer contribution / active EE | $14,271 | $3,831+272.5% | $4,541+214.3% | $2,584+452.2% |
| Participant deferral / active EE | $0 | $5,612-100.0% | $6,207-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,714 | $7,586-51.0% | $8,737-57.5% | $7,856-52.7% |