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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 | $331,739 | $118,708+179.5% | $98,920+235.4% | $158,966+108.7% |
| Participation rate | 94.7% | 77.8%+16.9pp | 76.0%+18.7pp | 82.0%+12.8pp |
| Annual return | 10.95% | 372.49%-361.5pp | 196.47%-185.5pp | 302.95%-292.0pp |
| Employer contribution / active EE | $13,258 | $3,334+297.7% | $2,689+393.0% | $4,762+178.4% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,054 | $10,134-20.5% | $6,643+21.2% | $11,250-28.4% |