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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 | $352,466 | $67,602+421.4% | $82,312+328.2% | $70,126+402.6% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 19.31% | 21.57%-2.3pp | 25.88%-6.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $26,318 | $1,755+1399.7% | $2,428+983.8% | $2,343+1023.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $613 | $4,512-86.4% | $5,608-89.1% | $4,645-86.8% |