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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 | $277,829 | $72,272+284.4% | $101,264+174.4% | $79,858+247.9% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.8%+22.2pp | 69.6%+28.3pp |
| Annual return | 18.07% | 22.30%-4.2pp | 46.48%-28.4pp | 31.72%-13.6pp |
| Employer contribution / active EE | $21,156 | $2,692+686.0% | $3,660+478.1% | $2,471+756.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12,316 | $4,401+179.9% | $5,947+107.1% | $5,306+132.1% |