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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 | $407,925 | $80,992+403.7% | $96,534+322.6% | $75,173+442.6% |
| Participation rate | 96.3% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.1pp |
| Annual return | 16.43% | 27.05%-10.6pp | 25.88%-9.4pp | 160.72%-144.3pp |
| Employer contribution / active EE | $15,291 | $2,283+569.9% | $2,965+415.6% | $2,671+472.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $25,514 | $6,717+279.8% | $8,253+209.1% | $5,651+351.5% |