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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 | $344,865 | $135,645+154.2% | $110,243+212.8% | $135,379+154.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | 3.15% | 513.24%-510.1pp | 314.76%-311.6pp | 519.79%-516.6pp |
| Employer contribution / active EE | $6,560 | $4,907+33.7% | $3,827+71.4% | $4,779+37.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,179 | $11,458-37.3% | $8,548-16.0% | $10,828-33.7% |