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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 | $380,121 | $84,236+351.3% | $170,439+123.0% | $70,124+442.1% |
| Participation rate | 72.7% | 70.8%+1.9pp | 83.6%-10.9pp | 69.5%+3.2pp |
| Annual return | 18.31% | 23.06%-4.7pp | 205.94%-187.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $16,759 | $3,387+394.8% | $5,433+208.5% | $2,342+615.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $17,422 | $5,698+205.7% | $13,881+25.5% | $4,645+275.0% |