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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 | $342,586 | $63,346+440.8% | $92,239+271.4% | $70,124+388.5% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 22.30% | 530.19%-507.9pp | 176.29%-154.0pp | 73.14%-50.8pp |
| Employer contribution / active EE | $24,038 | $2,471+872.7% | $3,680+553.3% | $2,342+926.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,227 | $3,841+114.2% | $5,194+58.4% | $4,645+77.1% |