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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 | $370,602 | $76,912+381.9% | $129,118+187.0% | $68,490+441.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | 15.39% | -9.78%+25.2pp | -10.94%+26.3pp | -7.85%+23.2pp |
| Employer contribution / active EE | $7,020 | $3,243+116.5% | $5,051+39.0% | $2,597+170.4% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,539-100.0% | $4,028-100.0% |
| Admin fee / account holder | $156,317 | $6,638+2255.0% | $14,305+992.8% | $5,403+2793.2% |