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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 | $356,789 | $133,998+166.3% | $112,263+217.8% | $134,545+165.2% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | 6.53% | 47.17%-40.6pp | 27.49%-21.0pp | 418.37%-411.8pp |
| Employer contribution / active EE | $2,882 | $4,040-28.7% | $3,636-20.7% | $4,742-39.2% |
| Participant deferral / active EE | $10,326 | $5,292+95.1% | $4,729+118.3% | $6,401+61.3% |
| Admin fee / account holder | $104,007 | $7,493+1288.1% | $6,410+1522.5% | $11,431+809.9% |