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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 | $388,881 | $117,846+230.0% | $102,434+279.6% | $145,884+166.6% |
| Participation rate | 78.6% | 78.6%-0.1pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 10.90% | 31.90%-21.0pp | 29.46%-18.6pp | 551.85%-540.9pp |
| Employer contribution / active EE | $13,646 | $3,615+277.5% | $3,023+351.4% | $4,662+192.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,024 | $13,356-84.8% | $9,462-78.6% | $13,392-84.9% |