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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 | $657,819 | $138,393+375.3% | $184,256+257.0% | $80,959+712.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.7%+24.0pp |
| Annual return | 28.95% | 20.01%+8.9pp | 28.85%+0.1pp | 35.67%-6.7pp |
| Employer contribution / active EE | $16,775 | $4,847+246.1% | $6,427+161.0% | $2,757+508.4% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,087 | $10,489-22.9% | $13,899-41.8% | $6,925+16.8% |