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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 | $253,092 | $88,042+187.5% | $138,135+83.2% | $79,858+216.9% |
| Participation rate | 84.8% | 71.4%+13.4pp | 78.7%+6.1pp | 69.6%+15.2pp |
| Annual return | 17.69% | 20.58%-2.9pp | 20.51%-2.8pp | 31.72%-14.0pp |
| Employer contribution / active EE | $9,630 | $3,103+210.3% | $5,587+72.4% | $2,471+289.7% |
| Participant deferral / active EE | $0 | $4,704-100.0% | $6,431-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16,708 | $7,791+114.4% | $11,856+40.9% | $5,306+214.9% |