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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 | $370,910 | $136,860+171.0% | $120,344+208.2% | $154,746+139.7% |
| Participation rate | 90.9% | 79.9%+11.0pp | 76.7%+14.2pp | 80.7%+10.2pp |
| Annual return | 9.77% | 21.38%-11.6pp | 20.30%-10.5pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,818 | $3,533-48.5% | $3,020-39.8% | $4,379-58.5% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,357 | $15,393-84.7% | $12,742-81.5% | $14,365-83.6% |