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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 | $355,813 | $81,504+336.6% | $102,437+247.3% | $80,959+339.5% |
| Participation rate | 80.5% | 66.9%+13.7pp | 74.5%+6.0pp | 67.7%+12.9pp |
| Annual return | 13.45% | 25.60%-12.1pp | 24.95%-11.5pp | 35.67%-22.2pp |
| Employer contribution / active EE | $12,173 | $3,104+292.2% | $3,871+214.5% | $2,757+341.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $15,505 | $6,719+130.8% | $8,388+84.9% | $6,925+123.9% |