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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 | $433,468 | $106,749+306.1% | $145,433+198.1% | $82,448+425.7% |
| Participation rate | 95.8% | 75.6%+20.2pp | 82.1%+13.7pp | 68.1%+27.8pp |
| Annual return | 15.61% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $5,289 | $3,444+53.5% | $4,554+16.1% | $2,551+107.3% |
| Participant deferral / active EE | $7,325 | $6,519+12.4% | $7,897-7.2% | $4,139+77.0% |
| Admin fee / account holder | $55,219 | $8,390+558.2% | $13,129+320.6% | $7,234+663.3% |