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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 | $281,152 | $110,083+155.4% | $151,645+85.4% | $68,490+310.5% |
| Participation rate | 96.9% | 84.0%+12.9pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | 33.71% | -10.12%+43.8pp | 3.34%+30.4pp | -7.85%+41.6pp |
| Employer contribution / active EE | $12,177 | $4,470+172.4% | $6,165+97.5% | $2,597+368.9% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $96,108 | $7,718+1145.3% | $11,614+727.5% | $5,403+1678.8% |