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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 | $398,844 | $101,795+291.8% | $165,100+141.6% | $80,959+392.6% |
| Participation rate | 98.4% | 71.8%+26.6pp | 78.6%+19.8pp | 67.7%+30.7pp |
| Annual return | 32.66% | 16.73%+15.9pp | 70.21%-37.6pp | 35.67%-3.0pp |
| Employer contribution / active EE | $3,786 | $2,954+28.2% | $4,348-12.9% | $2,757+37.3% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,392 | $8,221-83.1% | $12,696-89.0% | $6,925-79.9% |