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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 | $272,678 | $104,251+161.6% | $91,004+199.6% | $147,586+84.8% |
| Participation rate | 89.5% | 78.2%+11.2pp | 75.6%+13.9pp | 82.8%+6.6pp |
| Annual return | 16.31% | 27.06%-10.8pp | 4.60%+11.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $26,390 | $3,116+747.0% | $2,456+974.6% | $4,876+441.2% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $902 | $8,948-89.9% | $5,417-83.4% | $10,886-91.7% |