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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 | $313,350 | $91,559+242.2% | $133,978+133.9% | $79,856+292.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 39.16% | 61.85%-22.7pp | 45.10%-5.9pp | 31.71%+7.4pp |
| Employer contribution / active EE | $9,870 | $2,384+314.1% | $3,919+151.9% | $2,471+299.4% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,185 | $6,321-2.2% | $8,930-30.7% | $5,306+16.6% |