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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 | $441,379 | $121,701+262.7% | $104,639+321.8% | $158,982+177.6% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.7pp |
| Annual return | 4.63% | 465.72%-461.1pp | 340.67%-336.0pp | 302.99%-298.4pp |
| Employer contribution / active EE | $17,461 | $3,165+451.6% | $2,682+551.1% | $4,763+266.6% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19,545 | $7,778+151.3% | $6,465+202.3% | $11,252+73.7% |