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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 | $335,249 | $79,557+321.4% | $118,746+182.3% | $70,126+378.1% |
| Participation rate | 97.7% | 71.4%+26.4pp | 78.3%+19.5pp | 69.5%+28.2pp |
| Annual return | 13.53% | 25.64%-12.1pp | 24.54%-11.0pp | 73.15%-59.6pp |
| Employer contribution / active EE | $22,725 | $2,861+694.3% | $4,193+442.0% | $2,343+870.1% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $31,695 | $5,374+489.7% | $10,720+195.7% | $4,645+582.3% |