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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 | $378,670 | $62,583+505.1% | $76,767+393.3% | $64,173+490.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 7.12% | -1.95%+9.1pp | 2.43%+4.7pp | 7.63%-0.5pp |
| Employer contribution / active EE | $6,603 | $1,832+260.4% | $2,485+165.7% | $2,381+177.3% |
| Participant deferral / active EE | $11,863 | $3,145+277.2% | $3,852+208.0% | $3,470+241.9% |
| Admin fee / account holder | $4,717 | $4,667+1.1% | $6,675-29.3% | $4,887-3.5% |