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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 | $104,098+233.5% | $140,514+147.0% | $94,015+269.2% |
| Participation rate | 97.3% | 73.7%+23.6pp | 77.8%+19.5pp | 70.8%+26.5pp |
| Annual return | 21.22% | 15.14%+6.1pp | 14.36%+6.9pp | 17.84%+3.4pp |
| Employer contribution / active EE | $8,683 | $2,388+263.6% | $3,378+157.0% | $2,790+211.2% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,764 | $10,439-35.2% | $13,697-50.6% | $8,951-24.4% |