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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 | $278,311 | $78,672+253.8% | $109,163+155.0% | $85,856+224.2% |
| Participation rate | 94.6% | 68.3%+26.4pp | 75.9%+18.8pp | 69.3%+25.3pp |
| Annual return | 14.63% | 25.09%-10.5pp | 25.75%-11.1pp | 318.58%-304.0pp |
| Employer contribution / active EE | $22,099 | $2,734+708.4% | $3,723+493.7% | $2,565+761.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,568 | $5,470+1.8% | $6,754-17.6% | $6,261-11.1% |