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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 | $307,842 | $124,980+146.3% | $108,359+184.1% | $154,746+98.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 11.28% | 45.00%-33.7pp | 36.89%-25.6pp | 172.34%-161.1pp |
| Employer contribution / active EE | $14,109 | $2,851+394.9% | $2,399+488.0% | $4,379+222.2% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $116,922 | $11,502+916.6% | $9,741+1100.3% | $14,365+713.9% |