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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 | $371,069 | $96,965+282.7% | $97,995+278.7% | $147,586+151.4% |
| Participation rate | 92.3% | 83.6%+8.7pp | 82.4%+9.9pp | 82.8%+9.5pp |
| Annual return | 18.67% | 24.11%-5.4pp | 23.94%-5.3pp | 578.59%-559.9pp |
| Employer contribution / active EE | $14,968 | $4,536+230.0% | $4,158+260.0% | $4,876+207.0% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $378 | $8,120-95.3% | $5,943-93.6% | $10,886-96.5% |