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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 | $281,651 | $69,977+302.5% | $108,582+159.4% | $62,881+347.9% |
| Participation rate | 93.2% | 72.9%+20.3pp | 79.6%+13.6pp | 69.3%+23.9pp |
| Annual return | 7.90% | 10.73%-2.8pp | -51.70%+59.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $25,796 | $2,135+1108.3% | $3,758+586.4% | $2,281+1031.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $67,675 | $5,076+1233.1% | $7,645+785.2% | $4,296+1475.4% |