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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 | $307,708 | $78,423+292.4% | $95,964+220.7% | $79,856+285.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 26.35% | 19.37%+7.0pp | 91.64%-65.3pp | 31.71%-5.4pp |
| Employer contribution / active EE | $8,387 | $1,945+331.1% | $2,541+230.0% | $2,471+239.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $17,446 | $5,622+210.3% | $6,797+156.7% | $5,306+228.8% |