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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 | $324,613 | $73,955+338.9% | $96,520+236.3% | $75,181+331.8% |
| Participation rate | 88.9% | 66.4%+22.5pp | 74.3%+14.5pp | 67.2%+21.7pp |
| Annual return | 15.58% | 26.72%-11.1pp | 35.72%-20.1pp | 160.69%-145.1pp |
| Employer contribution / active EE | $11,302 | $2,930+285.7% | $3,739+202.3% | $2,671+323.2% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $58,257 | $5,217+1016.6% | $6,733+765.2% | $5,650+931.1% |