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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 | $419,927 | $106,267+295.2% | $96,520+335.1% | $139,456+201.1% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 26.35% | 38.45%-12.1pp | 35.72%-9.4pp | 373.45%-347.1pp |
| Employer contribution / active EE | $38,773 | $4,105+844.6% | $3,739+937.1% | $4,753+715.8% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,170 | $7,882-85.2% | $6,733-82.6% | $11,407-89.7% |