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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 | $273,901 | $56,894+381.4% | $84,753+223.2% | $62,881+335.6% |
| Participation rate | 93.8% | 68.5%+25.2pp | 76.6%+17.2pp | 69.3%+24.4pp |
| Annual return | 5.01% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $9,311 | $2,400+288.0% | $3,574+160.5% | $2,281+308.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,092 | $3,581-69.5% | $5,333-79.5% | $4,296-74.6% |