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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 | $524,000 | $88,672+490.9% | $105,223+398.0% | $82,448+535.6% |
| Participation rate | 93.9% | 67.9%+26.0pp | 75.0%+18.9pp | 68.1%+25.9pp |
| Annual return | 36.26% | 30.86%+5.4pp | 180.65%-144.4pp | 41.64%-5.4pp |
| Employer contribution / active EE | $19,874 | $3,048+552.1% | $3,689+438.8% | $2,551+679.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,358 | $7,146-53.0% | $8,859-62.1% | $7,234-53.6% |