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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 | $446,102 | $71,878+520.6% | $86,698+414.5% | $68,486+551.4% |
| Participation rate | 97.4% | 72.2%+25.1pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | 17.77% | 3.53%+14.2pp | 35.95%-18.2pp | -7.85%+25.6pp |
| Employer contribution / active EE | $13,778 | $2,173+534.0% | $2,837+385.7% | $2,597+430.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $32,736 | $6,113+435.5% | $7,493+336.9% | $5,404+505.8% |