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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 | $278,807 | $73,863+277.5% | $143,797+93.9% | $68,490+307.1% |
| Participation rate | 91.2% | 66.7%+24.6pp | 80.3%+10.9pp | 67.9%+23.3pp |
| Annual return | 10.26% | 0.91%+9.3pp | -0.04%+10.3pp | -7.85%+18.1pp |
| Employer contribution / active EE | $7,895 | $3,185+147.9% | $4,952+59.4% | $2,597+204.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $19,309 | $5,756+235.5% | $14,679+31.5% | $5,403+257.4% |