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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 | $422,430 | $105,866+299.0% | $90,766+365.4% | $134,545+214.0% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | 35.94% | -10.99%+46.9pp | -12.16%+48.1pp | 418.37%-382.4pp |
| Employer contribution / active EE | $18,898 | $3,464+445.6% | $2,922+546.8% | $4,742+298.6% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $95,588 | $13,938+585.8% | $8,446+1031.8% | $11,431+736.2% |