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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 | $295,239 | $115,810+154.9% | $101,271+191.5% | $158,966+85.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 9.07% | 56.15%-47.1pp | 46.48%-37.4pp | 302.95%-293.9pp |
| Employer contribution / active EE | $20,113 | $4,175+381.7% | $3,660+449.5% | $4,762+322.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,363 | $7,248-67.4% | $5,948-60.3% | $11,250-79.0% |