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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 | $138,366+375.4% | $184,185+257.2% | $80,911+713.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.6%+24.0pp |
| Annual return | 28.95% | 20.02%+8.9pp | 28.81%+0.1pp | 35.63%-6.7pp |
| Employer contribution / active EE | $16,775 | $4,849+246.0% | $6,426+161.1% | $2,756+508.7% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,087 | $10,484-22.9% | $13,909-41.9% | $6,935+16.6% |