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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 | $318,551 | $73,981+330.6% | $105,754+201.2% | $62,881+406.6% |
| Participation rate | 94.7% | 71.7%+23.0pp | 78.9%+15.8pp | 69.3%+25.4pp |
| Annual return | 6.09% | 17.60%-11.5pp | 12.25%-6.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $9,133 | $2,856+219.8% | $4,079+123.9% | $2,281+300.4% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,864 | $5,976-52.1% | $8,309-65.5% | $4,296-33.3% |