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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 | $471,644 | $84,236+459.9% | $170,435+176.7% | $70,126+572.6% |
| Participation rate | 97.4% | 70.8%+26.5pp | 83.6%+13.8pp | 69.5%+27.8pp |
| Annual return | 15.19% | 23.06%-7.9pp | 205.94%-190.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $27,707 | $3,387+718.0% | $5,432+410.0% | $2,343+1082.8% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,971 | $5,698-47.9% | $13,881-78.6% | $4,645-36.0% |