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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 | $584,840 | $136,307+329.1% | $106,619+448.5% | $273,972+113.5% |
| Participation rate | 71.4% | 84.8%-13.3pp | 78.0%-6.6pp | 83.0%-11.6pp |
| Annual return | 8.35% | 11.05%-2.7pp | 9.42%-1.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $20,821 | $5,190+301.2% | $3,947+427.6% | $4,869+327.7% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $431,554 | $8,625+4903.6% | $6,418+6623.8% | $10,133+4159.1% |