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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 | $557,317 | $88,672+528.5% | $105,223+429.7% | $82,448+576.0% |
| Participation rate | 95.1% | 67.9%+27.2pp | 75.0%+20.1pp | 68.1%+27.1pp |
| Annual return | 23.21% | 30.86%-7.6pp | 180.65%-157.4pp | 41.64%-18.4pp |
| Employer contribution / active EE | $10,236 | $3,048+235.8% | $3,689+177.5% | $2,551+301.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,619 | $7,146-35.4% | $8,859-47.9% | $7,234-36.1% |