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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 | $343,980 | $81,476+322.2% | $102,383+236.0% | $80,925+325.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 34.88% | 25.59%+9.3pp | 24.94%+9.9pp | 35.65%-0.8pp |
| Employer contribution / active EE | $853 | $3,105-72.5% | $3,870-78.0% | $2,756-69.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $398 | $6,717-94.1% | $8,391-95.3% | $6,940-94.3% |