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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 | $93,598+293.9% | $135,974+171.2% | $75,173+390.5% |
| Participation rate | 97.6% | 75.2%+22.4pp | 81.9%+15.7pp | 67.2%+30.4pp |
| Annual return | 61.23% | 30.89%+30.3pp | 68.30%-7.1pp | 160.72%-99.5pp |
| Employer contribution / active EE | $8,404 | $3,538+137.5% | $4,859+73.0% | $2,671+214.6% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,497 | $6,978-35.6% | $10,767-58.2% | $5,651-20.4% |