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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 | $609,270 | $132,099+361.2% | $115,599+427.1% | $138,895+338.7% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.3%+19.1pp | 79.9%+13.4pp |
| Annual return | 27.98% | 176.76%-148.8pp | 111.10%-83.1pp | 145.39%-117.4pp |
| Employer contribution / active EE | $22,076 | $3,416+546.2% | $2,955+647.0% | $4,194+426.3% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $80,333 | $15,650+413.3% | $12,841+525.6% | $12,562+539.5% |