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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 | $73,978+338.8% | $96,515+236.3% | $75,173+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 | 35.73%-20.1pp | 160.72%-145.1pp |
| Employer contribution / active EE | $11,302 | $2,931+285.6% | $3,740+202.2% | $2,671+323.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $58,257 | $5,219+1016.3% | $6,735+764.9% | $5,651+931.0% |