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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 | $425,450 | $197,637+115.3% | $177,848+139.2% | $158,982+167.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+8.9pp |
| Annual return | 9.49% | 58.77%-49.3pp | 48.33%-38.8pp | 302.99%-293.5pp |
| Employer contribution / active EE | $21,818 | $6,698+225.7% | $5,919+268.6% | $4,763+358.1% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,461 | $15,406-51.6% | $12,431-40.0% | $11,252-33.7% |