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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 | $343,918 | $108,825+216.0% | $156,181+120.2% | $82,448+317.1% |
| Participation rate | 90.5% | 72.4%+18.1pp | 78.8%+11.6pp | 68.1%+22.4pp |
| Annual return | 15.16% | 20.59%-5.4pp | 64.87%-49.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $12,259 | $2,870+327.2% | $4,294+185.5% | $2,551+380.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,694 | $9,341-17.6% | $14,586-47.2% | $7,234+6.4% |