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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 | $252,365 | $125,797+100.6% | $170,043+48.4% | $75,173+235.7% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.0%+10.6pp | 67.2%+30.4pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.40%-53.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $34,524 | $4,616+647.9% | $6,790+408.5% | $2,671+1192.6% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,366 | $8,177+2.3% | $12,824-34.8% | $5,651+48.1% |