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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 | $301,467 | $103,392+191.6% | $87,104+246.1% | $152,897+97.2% |
| Participation rate | 94.7% | 79.4%+15.4pp | 76.9%+17.9pp | 82.5%+12.3pp |
| Annual return | 12.17% | 28.10%-15.9pp | 28.19%-16.0pp | 345.43%-333.3pp |
| Employer contribution / active EE | $14,474 | $3,221+349.4% | $2,521+474.0% | $4,764+203.8% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,227 | $12,194-40.7% | $7,491-3.5% | $11,599-37.7% |