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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 | $473,814 | $71,873+559.2% | $86,698+446.5% | $68,490+591.8% |
| Participation rate | 97.8% | 72.2%+25.6pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | 10.61% | 3.54%+7.1pp | 35.96%-25.4pp | -7.85%+18.5pp |
| Employer contribution / active EE | $10,870 | $2,173+400.1% | $2,837+283.2% | $2,597+318.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $44,130 | $6,110+622.2% | $7,492+489.0% | $5,403+716.8% |