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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 | $283,513 | $91,559+209.7% | $133,978+111.6% | $79,856+255.0% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | 10.85% | 61.85%-51.0pp | 45.10%-34.2pp | 31.71%-20.9pp |
| Employer contribution / active EE | $15,101 | $2,384+533.5% | $3,919+285.3% | $2,471+511.1% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $285,336 | $6,321+4414.0% | $8,930+3095.3% | $5,306+5277.2% |