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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 | $453,326 | $105,856+328.2% | $90,161+402.8% | $147,586+207.2% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 14.80% | 37.63%-22.8pp | 34.89%-20.1pp | 578.59%-563.8pp |
| Employer contribution / active EE | $15,300 | $4,126+270.8% | $3,318+361.1% | $4,876+213.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,720 | $8,046-66.2% | $5,943-54.2% | $10,886-75.0% |