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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 | $372,671 | $81,276+358.5% | $155,574+139.5% | $80,925+360.5% |
| Participation rate | 91.0% | 66.2%+24.8pp | 78.2%+12.8pp | 67.7%+23.4pp |
| Annual return | 15.30% | 33.36%-18.1pp | 64.87%-49.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $22,605 | $3,103+628.5% | $4,676+383.4% | $2,756+720.1% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,051 | $7,993-61.8% | $15,914-80.8% | $6,940-56.0% |