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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 | $526,254 | $117,895+346.4% | $102,460+413.6% | $145,897+260.7% |
| Participation rate | 90.5% | 78.6%+11.8pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 10.01% | 31.92%-21.9pp | 29.47%-19.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $6,606 | $3,619+82.5% | $3,025+118.4% | $4,663+41.7% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $27,073 | $13,353+102.8% | $9,460+186.2% | $13,390+102.2% |