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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 | $313,823 | $112,131+179.9% | $95,964+227.0% | $158,982+97.4% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.2pp | 82.0%+1.4pp |
| Annual return | 8.64% | 171.19%-162.5pp | 91.64%-83.0pp | 302.99%-294.3pp |
| Employer contribution / active EE | $25,298 | $3,199+690.8% | $2,541+895.4% | $4,763+431.1% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $63,470 | $10,136+526.2% | $6,797+833.8% | $11,252+464.1% |