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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 | $271,566 | $88,672+206.3% | $105,223+158.1% | $82,448+229.4% |
| Participation rate | 87.3% | 67.9%+19.3pp | 75.0%+12.2pp | 68.1%+19.2pp |
| Annual return | 36.04% | 30.86%+5.2pp | 180.65%-144.6pp | 41.64%-5.6pp |
| Employer contribution / active EE | $18,107 | $3,048+494.1% | $3,689+390.9% | $2,551+609.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,810 | $7,146-32.7% | $8,859-45.7% | $7,234-33.5% |