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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 | $533,227 | $115,225+362.8% | $100,712+429.5% | $138,895+283.9% |
| Participation rate | 90.9% | 74.3%+16.6pp | 69.3%+21.6pp | 79.9%+11.0pp |
| Annual return | 16.51% | 40.35%-23.8pp | 33.27%-16.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $16,887 | $2,771+509.4% | $2,313+630.2% | $4,194+302.6% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,040 | $10,844-53.5% | $9,256-45.5% | $12,562-59.9% |