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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 | $299,783 | $43,075+596.0% | $74,577+302.0% | $62,881+376.7% |
| Participation rate | 98.7% | 58.1%+40.6pp | 68.1%+30.6pp | 69.3%+29.4pp |
| Annual return | 27.67% | 17.50%+10.2pp | 20.47%+7.2pp | 20.14%+7.5pp |
| Employer contribution / active EE | $14,333 | $1,498+857.1% | $2,525+467.6% | $2,281+528.4% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,098 | $2,840+220.4% | $4,138+119.9% | $4,296+111.8% |