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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 | $428,688 | $67,602+534.1% | $82,312+420.8% | $70,126+511.3% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.3pp |
| Annual return | 14.55% | 21.57%-7.0pp | 25.88%-11.3pp | 73.15%-58.6pp |
| Employer contribution / active EE | $13,007 | $1,755+641.2% | $2,428+435.6% | $2,343+455.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $24,078 | $4,512+433.7% | $5,608+329.4% | $4,645+418.3% |