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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 | $370,475 | $86,940+326.1% | $102,434+261.7% | $80,935+357.7% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.7%+17.5pp |
| Annual return | 17.19% | 18.89%-1.7pp | 29.46%-12.3pp | 35.66%-18.5pp |
| Employer contribution / active EE | $12,963 | $2,370+447.0% | $3,023+328.8% | $2,757+370.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,467 | $8,047-44.5% | $9,462-52.8% | $6,924-35.5% |