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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 | $294,053 | $72,273+306.9% | $101,275+190.4% | $79,856+268.2% |
| Participation rate | 98.2% | 68.5%+29.8pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | 71.65% | 22.30%+49.4pp | 46.48%+25.2pp | 31.71%+39.9pp |
| Employer contribution / active EE | $9,221 | $2,691+242.6% | $3,660+151.9% | $2,471+273.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,058 | $4,401+14.9% | $5,948-15.0% | $5,306-4.7% |