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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 | $352,143 | $81,504+332.1% | $102,437+243.8% | $80,959+335.0% |
| Participation rate | 89.7% | 66.9%+22.8pp | 74.5%+15.1pp | 67.7%+22.0pp |
| Annual return | 45.23% | 25.60%+19.6pp | 24.95%+20.3pp | 35.67%+9.6pp |
| Employer contribution / active EE | $3,955 | $3,104+27.4% | $3,871+2.2% | $2,757+43.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,920 | $6,719-71.4% | $8,388-77.1% | $6,925-72.3% |