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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 | $446,292 | $133,998+233.1% | $112,263+297.5% | $134,545+231.7% |
| Participation rate | 90.5% | 78.6%+11.9pp | 75.1%+15.4pp | 81.2%+9.2pp |
| Annual return | 7.81% | 47.17%-39.4pp | 27.49%-19.7pp | 418.37%-410.6pp |
| Employer contribution / active EE | $33,214 | $4,040+722.1% | $3,636+813.4% | $4,742+600.5% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,737 | $7,493+43.3% | $6,410+67.5% | $11,431-6.1% |