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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 | $641,144 | $81,208+689.5% | $98,920+548.1% | $79,856+702.9% |
| Participation rate | 97.0% | 72.5%+24.5pp | 76.0%+20.9pp | 69.6%+27.3pp |
| Annual return | 14.63% | 60.99%-46.4pp | 196.47%-181.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $19,079 | $1,960+873.6% | $2,689+609.4% | $2,471+672.1% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,070 | $6,013+1.0% | $6,643-8.6% | $5,306+14.4% |