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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 | $330,018 | $106,749+209.2% | $145,433+126.9% | $82,448+300.3% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 48.70% | 27.59%+21.1pp | 66.58%-17.9pp | 41.64%+7.1pp |
| Employer contribution / active EE | $7,177 | $3,444+108.4% | $4,554+57.6% | $2,551+181.4% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,808 | $8,390-66.5% | $13,129-78.6% | $7,234-61.2% |