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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 | $527,675 | $161,352+227.0% | $134,172+293.3% | $137,256+284.4% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 17.20% | 28.72%-11.5pp | 25.30%-8.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $8,715 | $4,099+112.6% | $3,420+154.8% | $4,156+109.7% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $857,186 | $15,028+5604.0% | $12,016+7033.7% | $12,270+6885.9% |