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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 | $92,798+238.1% | $96,707+224.5% | $137,256+128.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 16.02% | 31.24%-15.2pp | 34.78%-18.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $8,834 | $4,147+113.0% | $4,191+110.8% | $4,156+112.6% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,281 | $7,946-46.1% | $7,503-42.9% | $12,270-65.1% |