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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 | $391,756 | $73,107+435.9% | $114,563+242.0% | $87,485+347.8% |
| Participation rate | 92.3% | 65.8%+26.5pp | 72.9%+19.4pp | 68.9%+23.4pp |
| Annual return | 12.76% | 19.47%-6.7pp | 241.09%-228.3pp | 26.06%-13.3pp |
| Employer contribution / active EE | $5,769 | $1,881+206.7% | $2,592+122.6% | $2,596+122.2% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $28,151 | $5,770+387.9% | $7,623+269.3% | $7,775+262.1% |