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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 | $399,526 | $166,131+140.5% | $164,975+142.2% | $145,877+173.9% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 20.03% | 100.37%-80.3pp | 70.12%-50.1pp | 551.28%-531.3pp |
| Employer contribution / active EE | $5,196 | $5,276-1.5% | $4,343+19.7% | $4,663+11.4% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,238 | $16,648-74.5% | $12,688-66.6% | $13,402-68.4% |