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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 | $447,999 | $88,672+405.2% | $105,223+325.8% | $82,448+443.4% |
| Participation rate | 95.5% | 67.9%+27.6pp | 75.0%+20.5pp | 68.1%+27.5pp |
| Annual return | 23.52% | 30.86%-7.3pp | 180.65%-157.1pp | 41.64%-18.1pp |
| Employer contribution / active EE | $24,053 | $3,048+689.2% | $3,689+552.1% | $2,551+842.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $17,683 | $7,146+147.5% | $8,859+99.6% | $7,234+144.4% |