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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 | $261,061 | $149,679+74.4% | $117,039+123.1% | $147,586+76.9% |
| Participation rate | 94.4% | 83.5%+11.0pp | 77.2%+17.3pp | 82.8%+11.6pp |
| Annual return | 9.11% | 19.31%-10.2pp | 18.95%-9.8pp | 578.59%-569.5pp |
| Employer contribution / active EE | $17,446 | $4,937+253.4% | $3,785+361.0% | $4,876+257.8% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,308 | $7,856-7.0% | $5,974+22.3% | $10,886-32.9% |