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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 | $313,765 | $95,959+227.0% | $97,411+222.1% | $138,895+125.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 16.02% | 29.30%-13.3pp | 34.72%-18.7pp | 145.39%-129.4pp |
| Employer contribution / active EE | $8,834 | $4,278+106.5% | $4,210+109.8% | $4,194+110.6% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $5,886-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,281 | $7,555-43.3% | $7,145-40.1% | $12,562-65.9% |