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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 | $96,052+231.1% | $118,106+169.2% | $87,485+263.5% |
| Participation rate | 96.0% | 77.0%+19.0pp | 81.9%+14.1pp | 68.9%+27.1pp |
| Annual return | 14.41% | 24.16%-9.8pp | 19.44%-5.0pp | 26.06%-11.7pp |
| Employer contribution / active EE | $14,271 | $3,939+262.3% | $4,698+203.7% | $2,596+449.7% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $6,619-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,714 | $7,618-51.3% | $8,973-58.6% | $7,775-52.2% |