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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 | $318,434 | $92,219+245.3% | $76,768+314.8% | $135,379+135.2% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | 15.83% | 5.46%+10.4pp | 2.43%+13.4pp | 519.79%-504.0pp |
| Employer contribution / active EE | $2,545 | $3,216-20.8% | $2,485+2.4% | $4,779-46.7% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $58,098 | $10,749+440.5% | $6,675+770.3% | $10,828+436.6% |