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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 | $493,751 | $62,583+689.0% | $76,767+543.2% | $64,173+669.4% |
| Participation rate | 98.0% | 72.8%+25.2pp | 77.0%+21.0pp | 69.6%+28.4pp |
| Annual return | 7.04% | -1.95%+9.0pp | 2.43%+4.6pp | 7.63%-0.6pp |
| Employer contribution / active EE | $20,757 | $1,832+1033.0% | $2,485+735.2% | $2,381+771.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $36,832 | $4,667+689.2% | $6,675+451.8% | $4,887+653.6% |