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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 | $430,753 | $282,059+52.7% | $213,469+101.8% | $154,746+178.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 13.53% | 20.90%-7.4pp | 20.58%-7.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,820 | $6,189-70.6% | $4,994-63.6% | $4,379-58.4% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $18,745 | $37,435-49.9% | $27,141-30.9% | $14,365+30.5% |