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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 | $295,534 | $58,627+404.1% | $76,735+285.1% | $82,448+258.4% |
| Participation rate | 90.3% | 63.2%+27.1pp | 69.5%+20.8pp | 68.1%+22.3pp |
| Annual return | 16.56% | 39.10%-22.5pp | 29.77%-13.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $10,083 | $1,729+483.1% | $2,454+310.9% | $2,551+295.3% |
| Participant deferral / active EE | $5,400 | $3,134+72.3% | $4,088+32.1% | $4,139+30.5% |
| Admin fee / account holder | $4,271 | $5,323-19.8% | $7,189-40.6% | $7,234-41.0% |