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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 | $373,961 | $98,776+278.6% | $149,745+149.7% | $79,856+368.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 13.78% | 27.38%-13.6pp | 276.72%-262.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $5,257 | $3,217+63.4% | $4,646+13.2% | $2,471+112.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,027 | $6,053-33.5% | $9,312-56.8% | $5,306-24.1% |