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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 | $362,041 | $162,785+122.4% | $133,959+170.3% | $158,950+127.8% |
| Participation rate | 88.2% | 83.2%+5.0pp | 79.8%+8.4pp | 82.0%+6.3pp |
| Annual return | 23.50% | 41.94%-18.4pp | 45.09%-21.6pp | 302.91%-279.4pp |
| Employer contribution / active EE | $24,341 | $4,975+389.2% | $3,919+521.2% | $4,762+411.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,250 | $11,738-80.8% | $8,928-74.8% | $11,248-80.0% |