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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 | $581,650 | $65,367+789.8% | $92,915+526.0% | $72,976+697.0% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 43.53% | 42.11%+1.4pp | 109.45%-65.9pp | 81.02%-37.5pp |
| Employer contribution / active EE | $1,793 | $2,594-30.9% | $3,653-50.9% | $2,440-26.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $781 | $4,251-81.6% | $5,796-86.5% | $5,124-84.8% |