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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 | $300,025 | $78,707+281.2% | $117,861+154.6% | $70,126+327.8% |
| Participation rate | 97.8% | 73.2%+24.6pp | 79.7%+18.1pp | 69.5%+28.2pp |
| Annual return | 16.07% | 23.30%-7.2pp | 335.11%-319.0pp | 73.15%-57.1pp |
| Employer contribution / active EE | $26,794 | $2,223+1105.0% | $3,786+607.6% | $2,343+1043.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $25,325 | $5,066+399.9% | $8,021+215.7% | $4,645+445.2% |