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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 | $518,391 | $86,938+496.3% | $102,423+406.1% | $80,925+540.6% |
| Participation rate | 91.1% | 72.4%+18.7pp | 76.5%+14.6pp | 67.7%+23.5pp |
| Annual return | 14.29% | 18.89%-4.6pp | 29.42%-15.1pp | 35.65%-21.4pp |
| Employer contribution / active EE | $2,802 | $2,369+18.3% | $3,023-7.3% | $2,756+1.7% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,071 | $8,053-61.9% | $9,455-67.5% | $6,940-55.8% |