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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 | $332,850 | $89,259+272.9% | $107,187+210.5% | $82,637+302.8% |
| Participation rate | 96.6% | 67.9%+28.7pp | 75.0%+21.6pp | 68.1%+28.6pp |
| Annual return | 15.50% | 21.02%-5.5pp | 204.55%-189.0pp | 53.51%-38.0pp |
| Employer contribution / active EE | $11,431 | $3,080+271.1% | $3,782+202.2% | $2,552+347.9% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,627 | $7,381-37.3% | $9,162-49.5% | $7,339-37.0% |