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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 | $319,527 | $61,660+418.2% | $80,022+299.3% | $64,173+397.9% |
| Participation rate | 88.9% | 71.7%+17.2pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | -3.50% | -0.33%-3.2pp | 11.22%-14.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $7,605 | $1,810+320.1% | $2,468+208.1% | $2,381+219.4% |
| Participant deferral / active EE | $5,867 | $2,968+97.7% | $3,686+59.2% | $3,470+69.1% |
| Admin fee / account holder | $48,556 | $5,417+796.3% | $6,521+644.6% | $4,887+893.5% |