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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 | $291,816 | $125,797+132.0% | $170,043+71.6% | $75,173+288.2% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.0%+9.7pp | 67.2%+29.5pp |
| Annual return | 16.14% | 27.20%-11.1pp | 53.40%-37.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $4,333 | $4,616-6.1% | $6,790-36.2% | $2,671+62.2% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,514 | $8,177+28.6% | $12,824-18.0% | $5,651+86.1% |