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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 | $95,453+263.7% | $112,040+209.8% | $82,448+321.0% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.5%+20.8pp | 68.1%+29.2pp |
| Annual return | 21.22% | 23.92%-2.7pp | 24.52%-3.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $8,683 | $2,318+274.6% | $2,954+193.9% | $2,551+240.4% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,764 | $9,013-25.0% | $12,098-44.1% | $7,234-6.5% |