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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 | $595,000 | $76,371+679.1% | $93,621+535.5% | $72,976+715.3% |
| Participation rate | 96.8% | 71.8%+25.0pp | 75.8%+20.9pp | 69.5%+27.3pp |
| Annual return | 27.27% | 25.82%+1.4pp | 32.76%-5.5pp | 81.02%-53.7pp |
| Employer contribution / active EE | $19,313 | $2,276+748.7% | $2,719+610.4% | $2,440+691.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,977 | $6,839+133.6% | $7,890+102.5% | $5,124+211.8% |