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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 | $310,814 | $72,177+330.6% | $115,038+170.2% | $59,633+421.2% |
| Participation rate | 87.5% | 72.6%+14.9pp | 81.4%+6.1pp | 68.7%+18.8pp |
| Annual return | 1.44% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $8,815 | $2,841+210.3% | $4,608+91.3% | $2,203+300.2% |
| Participant deferral / active EE | $7,284 | $4,783+52.3% | $6,026+20.9% | $3,192+128.2% |
| Admin fee / account holder | $3,510 | $4,927-28.8% | $8,175-57.1% | $4,297-18.3% |