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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 | $276,851 | $94,031+194.4% | $115,768+139.1% | $82,448+235.8% |
| Participation rate | 98.6% | 70.4%+28.2pp | 74.4%+24.2pp | 68.1%+30.6pp |
| Annual return | 26.21% | 20.61%+5.6pp | 100.46%-74.3pp | 41.64%-15.4pp |
| Employer contribution / active EE | $19,035 | $2,323+719.3% | $2,940+547.5% | $2,551+646.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $16,649 | $10,249+62.4% | $12,439+33.8% | $7,234+130.1% |