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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 | $480,125 | $73,019+557.5% | $90,766+429.0% | $68,490+601.0% |
| Participation rate | 97.7% | 70.8%+26.8pp | 75.7%+22.0pp | 67.9%+29.8pp |
| Annual return | 15.33% | -13.81%+29.1pp | -12.16%+27.5pp | -7.85%+23.2pp |
| Employer contribution / active EE | $10,428 | $2,193+375.6% | $2,922+256.9% | $2,597+301.6% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $70,426 | $5,897+1094.4% | $8,446+733.9% | $5,403+1203.5% |