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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 | $267,471 | $78,027+242.8% | $178,528+49.8% | $80,925+230.5% |
| Participation rate | 92.3% | 65.7%+26.6pp | 77.1%+15.2pp | 67.7%+24.6pp |
| Annual return | 19.04% | 18.09%+0.9pp | 27.11%-8.1pp | 35.65%-16.6pp |
| Employer contribution / active EE | $21,154 | $2,281+827.3% | $3,950+435.5% | $2,756+667.5% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $75,941 | $7,168+959.5% | $10,419+628.9% | $6,940+994.2% |