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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 | $367,720 | $72,273+408.8% | $101,275+263.1% | $79,856+360.5% |
| Participation rate | 96.7% | 68.5%+28.2pp | 75.8%+20.9pp | 69.6%+27.0pp |
| Annual return | 13.19% | 22.30%-9.1pp | 46.48%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $13,332 | $2,691+395.4% | $3,660+264.2% | $2,471+439.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,565 | $4,401+3.7% | $5,948-23.3% | $5,306-14.0% |