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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 | $414,103 | $61,789+570.2% | $97,167+326.2% | $80,874+412.0% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.7%+19.6pp | 67.6%+24.7pp |
| Annual return | 22.63% | -557.90%+580.5pp | 75.27%-52.6pp | 35.62%-13.0pp |
| Employer contribution / active EE | $2,215 | $1,837+20.6% | $2,729-18.8% | $2,756-19.6% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,575 | $5,168-11.5% | $5,650-19.0% | $6,935-34.0% |