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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 | $369,707 | $72,486+410.0% | $87,103+324.5% | $72,976+406.6% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 18.41% | 24.46%-6.0pp | 28.19%-9.8pp | 81.02%-62.6pp |
| Employer contribution / active EE | $8,859 | $1,894+367.8% | $2,521+251.3% | $2,440+263.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $69,577 | $5,055+1276.5% | $7,491+828.7% | $5,124+1257.8% |