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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 | $347,116 | $97,550+255.8% | $120,344+188.4% | $87,485+296.8% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.7%+20.6pp | 68.9%+28.4pp |
| Annual return | 21.22% | 18.41%+2.8pp | 20.30%+0.9pp | 26.06%-4.8pp |
| Employer contribution / active EE | $8,683 | $2,291+279.0% | $3,020+187.5% | $2,596+234.4% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,764 | $9,543-29.1% | $12,742-46.9% | $7,775-13.0% |