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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 | $364,739 | $86,288+322.7% | $111,306+227.7% | $85,851+324.8% |
| Participation rate | 97.9% | 73.3%+24.6pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 15.78% | 19.99%-4.2pp | 54.67%-38.9pp | 318.63%-302.9pp |
| Employer contribution / active EE | $19,268 | $2,044+842.8% | $2,732+605.3% | $2,565+651.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15,743 | $8,189+92.2% | $7,966+97.6% | $6,261+151.5% |