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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 | $317,996 | $90,674+250.7% | $96,707+228.8% | $82,448+285.7% |
| Participation rate | 96.0% | 75.9%+20.1pp | 80.4%+15.6pp | 68.1%+27.9pp |
| Annual return | 14.41% | 49.05%-34.6pp | 34.78%-20.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $14,271 | $3,975+259.1% | $4,191+240.5% | $2,551+459.4% |
| Participant deferral / active EE | $0 | $5,696-100.0% | $5,997-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,714 | $7,568-50.9% | $7,503-50.5% | $7,234-48.7% |