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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 | $260,593 | $94,031+177.1% | $115,768+125.1% | $82,448+216.1% |
| Participation rate | 96.8% | 70.4%+26.4pp | 74.4%+22.4pp | 68.1%+28.7pp |
| Annual return | 21.40% | 20.61%+0.8pp | 100.46%-79.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,597 | $3,972+66.1% | $4,917+34.2% | $4,139+59.4% |
| Admin fee / account holder | $22,942 | $10,249+123.8% | $12,439+84.4% | $7,234+217.1% |