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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 | $368,723 | $93,589+294.0% | $135,942+171.2% | $75,181+390.4% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 61.23% | 30.90%+30.3pp | 68.28%-7.0pp | 160.69%-99.5pp |
| Employer contribution / active EE | $8,404 | $3,537+137.6% | $4,858+73.0% | $2,671+214.7% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,497 | $6,977-35.5% | $10,764-58.2% | $5,650-20.4% |