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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 | $303,224 | $72,404+318.8% | $110,243+175.0% | $64,173+372.5% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.6%+28.7pp |
| Annual return | 55.05% | -6.29%+61.3pp | 314.76%-259.7pp | 7.63%+47.4pp |
| Employer contribution / active EE | $3,735 | $2,282+63.7% | $3,827-2.4% | $2,381+56.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,981 | $5,664-47.4% | $8,548-65.1% | $4,887-39.0% |