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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 | $410,968 | $145,431+182.6% | $211,142+94.6% | $87,485+369.8% |
| Participation rate | 81.3% | 84.7%-3.5pp | 87.3%-6.0pp | 68.9%+12.3pp |
| Annual return | 18.60% | 27.21%-8.6pp | 46.84%-28.2pp | 26.06%-7.5pp |
| Employer contribution / active EE | $46,998 | $4,662+908.2% | $6,442+629.5% | $2,596+1710.3% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $89,469 | $17,052+424.7% | $19,076+369.0% | $7,775+1050.8% |