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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 | $334,357 | $81,476+310.4% | $102,383+226.6% | $80,925+313.2% |
| Participation rate | 95.8% | 66.8%+29.0pp | 74.5%+21.3pp | 67.7%+28.2pp |
| Annual return | 25.51% | 25.59%-0.1pp | 24.94%+0.6pp | 35.65%-10.1pp |
| Employer contribution / active EE | $17,470 | $3,105+462.7% | $3,870+351.4% | $2,756+533.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,010 | $6,717+4.4% | $8,391-16.5% | $6,940+1.0% |