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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 | $123,155+150.0% | $108,753+183.1% | $155,188+98.4% |
| Participation rate | 85.7% | 75.6%+10.1pp | 71.1%+14.6pp | 80.8%+4.9pp |
| Annual return | 11.28% | 44.73%-33.5pp | 37.47%-26.2pp | 148.84%-137.6pp |
| Employer contribution / active EE | $14,109 | $2,811+401.9% | $2,427+481.4% | $4,248+232.1% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $116,922 | $12,126+864.2% | $10,320+1033.0% | $14,480+707.5% |