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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 | $325,518 | $49,249+561.0% | $70,476+361.9% | $79,852+307.7% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | 11.29% | 30.09%-18.8pp | 109.12%-97.8pp | 31.72%-20.4pp |
| Employer contribution / active EE | $16,874 | $2,100+703.4% | $2,738+516.3% | $2,471+582.9% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16,640 | $2,878+478.2% | $3,847+332.6% | $5,306+213.6% |