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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 | $287,185 | $49,177+484.0% | $79,466+261.4% | $64,173+347.5% |
| Participation rate | 96.7% | 65.0%+31.6pp | 73.3%+23.3pp | 69.6%+27.1pp |
| Annual return | 30.85% | -1.16%+32.0pp | 718.28%-687.4pp | 7.63%+23.2pp |
| Employer contribution / active EE | $14,060 | $2,076+577.2% | $2,800+402.1% | $2,381+490.6% |
| Participant deferral / active EE | $11,842 | $2,821+319.7% | $3,704+219.7% | $3,470+241.3% |
| Admin fee / account holder | $1,627 | $3,839-57.6% | $5,104-68.1% | $4,887-66.7% |