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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 | $125,778+188.5% | $114,563+216.7% | $154,746+134.5% |
| Participation rate | 87.0% | 75.2%+11.8pp | 72.9%+14.1pp | 80.7%+6.3pp |
| Annual return | 26.13% | 295.14%-269.0pp | 241.09%-215.0pp | 172.34%-146.2pp |
| Employer contribution / active EE | $23,232 | $2,806+728.0% | $2,592+796.3% | $4,379+430.5% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $517 | $8,190-93.7% | $7,623-93.2% | $14,365-96.4% |