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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 | $284,592 | $93,598+204.1% | $135,974+109.3% | $75,173+278.6% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 31.50% | 30.89%+0.6pp | 68.30%-36.8pp | 160.72%-129.2pp |
| Employer contribution / active EE | $19,048 | $3,538+438.4% | $4,859+292.0% | $2,671+613.1% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,054 | $6,978-13.2% | $10,767-43.8% | $5,651+7.1% |