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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 | $269,522 | $117,904+128.6% | $102,457+163.1% | $145,978+84.6% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 19.94% | 31.80%-11.9pp | 29.41%-9.5pp | 550.52%-530.6pp |
| Employer contribution / active EE | $12,500 | $3,613+245.9% | $3,022+313.6% | $4,662+168.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $921 | $13,329-93.1% | $9,451-90.3% | $13,400-93.1% |