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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 | $100,194+246.4% | $122,979+182.3% | $86,983+299.1% |
| Participation rate | 97.3% | 73.0%+24.3pp | 77.2%+20.1pp | 69.5%+27.8pp |
| Annual return | 21.22% | 16.47%+4.7pp | 20.12%+1.1pp | 25.83%-4.6pp |
| Employer contribution / active EE | $8,683 | $2,326+273.4% | $3,062+183.5% | $2,584+236.0% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,764 | $10,148-33.3% | $12,864-47.4% | $7,856-13.9% |