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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 | $272,854 | $84,236+223.9% | $170,435+60.1% | $70,126+289.1% |
| Participation rate | 83.3% | 70.8%+12.5pp | 83.6%-0.3pp | 69.5%+13.8pp |
| Annual return | 14.42% | 23.06%-8.6pp | 205.94%-191.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $15,641 | $3,387+361.8% | $5,432+187.9% | $2,343+567.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,271 | $5,698-77.7% | $13,881-90.8% | $4,645-72.6% |