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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 | $372,927 | $227,597+63.9% | $189,575+96.7% | $167,536+122.6% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.4%+13.2pp | 82.1%+9.6pp |
| Annual return | 20.63% | 78.44%-57.8pp | 64.19%-43.6pp | 478.82%-458.2pp |
| Employer contribution / active EE | $12,553 | $5,316+136.1% | $4,412+184.5% | $4,839+159.4% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,429 | $11,877-79.6% | $9,806-75.2% | $12,315-80.3% |