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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 | $433,848 | $106,749+306.4% | $145,433+198.3% | $82,448+426.2% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 22.00% | 27.59%-5.6pp | 66.58%-44.6pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,610 | $6,519+47.4% | $7,897+21.7% | $4,139+132.2% |
| Admin fee / account holder | $54,255 | $8,390+546.7% | $13,129+313.2% | $7,234+650.0% |