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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 | $539,888 | $108,825+396.1% | $156,181+245.7% | $82,448+554.8% |
| Participation rate | 96.3% | 72.4%+23.9pp | 78.8%+17.5pp | 68.1%+28.2pp |
| Annual return | 14.60% | 20.59%-6.0pp | 64.87%-50.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,071 | $4,577+207.4% | $6,132+129.5% | $4,139+239.9% |
| Admin fee / account holder | $10,394 | $9,341+11.3% | $14,586-28.7% | $7,234+43.7% |