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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 | $391,927 | $72,177+443.0% | $115,038+240.7% | $59,633+557.2% |
| Participation rate | 95.5% | 72.6%+22.9pp | 81.4%+14.1pp | 68.7%+26.8pp |
| Annual return | 0.33% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $13,818 | $2,841+386.3% | $4,608+199.9% | $2,203+527.3% |
| Participant deferral / active EE | $14,827 | $4,783+210.0% | $6,026+146.0% | $3,192+364.6% |
| Admin fee / account holder | $14,317 | $4,927+190.6% | $8,175+75.1% | $4,297+233.2% |