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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 | $316,751 | $110,240+187.3% | $96,544+228.1% | $139,487+127.1% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.3pp | 80.3%+13.0pp |
| Annual return | 15.01% | 26.41%-11.4pp | 25.88%-10.9pp | 373.84%-358.8pp |
| Employer contribution / active EE | $13,028 | $3,622+259.6% | $2,966+339.2% | $4,755+174.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $772 | $11,602-93.3% | $8,254-90.6% | $11,407-93.2% |