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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 | $362,843 | $101,618+257.1% | $93,063+289.9% | $137,256+164.4% |
| Participation rate | 87.0% | 74.9%+12.0pp | 72.1%+14.8pp | 80.0%+7.0pp |
| Annual return | 26.13% | 223.95%-197.8pp | 34.15%-8.0pp | 220.34%-194.2pp |
| Employer contribution / active EE | $23,232 | $2,707+758.2% | $2,476+838.3% | $4,156+459.0% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $517 | $6,198-91.7% | $6,033-91.4% | $12,270-95.8% |