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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 | $356,212 | $58,828+505.5% | $78,002+356.7% | $62,881+466.5% |
| Participation rate | 97.1% | 71.1%+26.0pp | 75.5%+21.5pp | 69.3%+27.8pp |
| Annual return | 8.37% | 17.16%-8.8pp | 425.99%-417.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $17,744 | $1,672+961.5% | $2,470+618.3% | $2,281+677.9% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,636 | $4,393+73.8% | $5,481+39.3% | $4,296+77.8% |