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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 | $343,918 | $114,712+199.8% | $173,730+98.0% | $87,485+293.1% |
| Participation rate | 90.5% | 73.0%+17.5pp | 79.6%+10.9pp | 68.9%+21.5pp |
| Annual return | 15.16% | 20.18%-5.0pp | 19.96%-4.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $12,259 | $2,904+322.1% | $4,577+167.8% | $2,596+372.2% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,694 | $10,210-24.6% | $17,523-56.1% | $7,775-1.0% |