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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 | $265,655 | $81,504+225.9% | $102,437+159.3% | $80,959+228.1% |
| Participation rate | 91.7% | 66.9%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 63.81% | 25.60%+38.2pp | 24.95%+38.9pp | 35.67%+28.1pp |
| Employer contribution / active EE | $22,356 | $3,104+620.3% | $3,871+477.6% | $2,757+710.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,797 | $6,719-28.6% | $8,388-42.8% | $6,925-30.7% |