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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 | $396,379 | $197,637+100.6% | $177,848+122.9% | $158,982+149.3% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 14.81% | 58.77%-44.0pp | 48.33%-33.5pp | 302.99%-288.2pp |
| Employer contribution / active EE | $28,349 | $6,698+323.2% | $5,919+379.0% | $4,763+495.2% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,217 | $15,406-20.7% | $12,431-1.7% | $11,252+8.6% |