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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 | $390,947 | $56,110+596.8% | $94,993+311.6% | $70,126+457.5% |
| Participation rate | 96.8% | 65.0%+31.8pp | 73.9%+22.9pp | 69.5%+27.2pp |
| Annual return | 88.30% | 51.02%+37.3pp | 27.14%+61.2pp | 73.15%+15.2pp |
| Employer contribution / active EE | $8,739 | $1,442+506.0% | $2,603+235.7% | $2,343+273.1% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,258 | $3,456+23.2% | $4,960-14.2% | $4,645-8.3% |