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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 | $465,572 | $86,940+435.5% | $102,434+354.5% | $80,935+475.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 23.98% | 18.89%+5.1pp | 29.46%-5.5pp | 35.66%-11.7pp |
| Employer contribution / active EE | $4,396 | $2,370+85.5% | $3,023+45.4% | $2,757+59.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $23,438 | $8,047+191.3% | $9,462+147.7% | $6,924+238.5% |