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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 | $395,822 | $101,795+288.8% | $165,100+139.7% | $80,959+388.9% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.7%+23.2pp |
| Annual return | 14.60% | 16.73%-2.1pp | 70.21%-55.6pp | 35.67%-21.1pp |
| Employer contribution / active EE | $20,603 | $2,954+597.5% | $4,348+373.8% | $2,757+647.3% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,805 | $8,221+19.3% | $12,696-22.8% | $6,925+41.6% |