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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 | $291,830 | $107,666+171.1% | $102,184+185.6% | $154,746+88.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.93% | 29.33%-14.4pp | 31.58%-16.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $5,630 | $3,846+46.4% | $3,594+56.7% | $4,379+28.6% |
| Participant deferral / active EE | $17,717 | $8,719+103.2% | $8,309+113.2% | $6,730+163.2% |
| Admin fee / account holder | $330,114 | $12,943+2450.5% | $11,609+2743.7% | $14,365+2198.0% |