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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 | $94,436+193.2% | $115,599+139.5% | $82,637+235.0% |
| Participation rate | 98.6% | 70.4%+28.2pp | 74.3%+24.4pp | 68.1%+30.6pp |
| Annual return | 26.21% | 18.37%+7.8pp | 111.10%-84.9pp | 53.51%-27.3pp |
| Employer contribution / active EE | $19,035 | $2,324+719.2% | $2,955+544.1% | $2,552+645.9% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $16,649 | $10,328+61.2% | $12,841+29.7% | $7,339+126.9% |