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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 | $369,799 | $72,273+411.7% | $101,275+265.1% | $79,856+363.1% |
| Participation rate | 90.7% | 68.5%+22.2pp | 75.8%+14.9pp | 69.6%+21.0pp |
| Annual return | 16.83% | 22.30%-5.5pp | 46.48%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $9,871 | $2,691+266.8% | $3,660+169.7% | $2,471+299.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,903 | $4,401+34.1% | $5,948-0.8% | $5,306+11.2% |