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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 | $342,510 | $81,504+320.2% | $102,437+234.4% | $80,959+323.1% |
| Participation rate | 95.9% | 66.9%+29.1pp | 74.5%+21.4pp | 67.7%+28.3pp |
| Annual return | 94.12% | 25.60%+68.5pp | 24.95%+69.2pp | 35.67%+58.4pp |
| Employer contribution / active EE | $13,411 | $3,104+332.1% | $3,871+246.5% | $2,757+386.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,402 | $6,719-19.6% | $8,388-35.6% | $6,925-22.0% |