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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 | $468,276 | $91,559+411.4% | $133,978+249.5% | $79,856+486.4% |
| Participation rate | 99.0% | 73.3%+25.6pp | 79.8%+19.1pp | 69.6%+29.3pp |
| Annual return | 30.59% | 61.85%-31.3pp | 45.10%-14.5pp | 31.71%-1.1pp |
| Employer contribution / active EE | $8,878 | $2,384+272.4% | $3,919+126.5% | $2,471+259.2% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,613 | $6,321+20.4% | $8,930-14.7% | $5,306+43.5% |