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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 | $376,487 | $77,814+383.8% | $158,223+137.9% | $86,983+332.8% |
| Participation rate | 85.7% | 68.4%+17.3pp | 79.2%+6.5pp | 69.5%+16.2pp |
| Annual return | 12.23% | 30.54%-18.3pp | 52.09%-39.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $19,909 | $2,592+668.1% | $4,109+384.6% | $2,584+670.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,865 | $5,879+16.8% | $16,047-57.2% | $7,856-12.6% |