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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 | $416,108 | $99,345+318.8% | $84,753+391.0% | $273,972+51.9% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 6.06% | 22.93%-16.9pp | 22.78%-16.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $14,038 | $4,214+233.1% | $3,574+292.7% | $4,869+188.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $46,473 | $6,645+599.3% | $5,333+771.4% | $10,133+358.6% |