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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 | $307,170 | $124,336+147.0% | $111,303+176.0% | $167,518+83.4% |
| Participation rate | 95.0% | 79.6%+15.4pp | 77.3%+17.7pp | 82.1%+12.9pp |
| Annual return | 15.07% | 37.45%-22.4pp | 54.66%-39.6pp | 478.71%-463.6pp |
| Employer contribution / active EE | $12,683 | $3,436+269.1% | $2,731+364.3% | $4,838+162.1% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,328 | $10,623-40.4% | $7,966-20.6% | $12,312-48.6% |