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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 | $289,557 | $124,425+132.7% | $112,040+158.4% | $137,256+111.0% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.5%+17.6pp | 80.0%+14.2pp |
| Annual return | 23.84% | 24.72%-0.9pp | 24.52%-0.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $13,032 | $3,411+282.0% | $2,954+341.2% | $4,156+213.6% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,379 | $15,207-64.6% | $12,098-55.5% | $12,270-56.2% |