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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 | $314,473 | $91,559+243.5% | $133,959+134.8% | $79,858+293.8% |
| Participation rate | 94.1% | 73.3%+20.8pp | 79.8%+14.3pp | 69.6%+24.5pp |
| Annual return | 16.41% | 61.85%-45.4pp | 45.09%-28.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $9,531 | $2,384+299.8% | $3,919+143.2% | $2,471+285.7% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,000 | $6,321-36.7% | $8,928-55.2% | $5,306-24.6% |