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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 | $289,906 | $87,834+230.1% | $133,975+116.4% | $62,881+361.0% |
| Participation rate | 94.9% | 83.4%+11.5pp | 87.1%+7.9pp | 69.3%+25.6pp |
| Annual return | 14.83% | 12.05%+2.8pp | 29.29%-14.5pp | 20.14%-5.3pp |
| Employer contribution / active EE | $12,661 | $3,482+263.6% | $5,211+143.0% | $2,281+455.1% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $46,836 | $5,372+771.8% | $9,324+402.3% | $4,296+990.3% |