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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 | $93,345+461.4% | $119,126+339.9% | $87,485+499.0% |
| Participation rate | 93.9% | 68.7%+25.2pp | 75.8%+18.2pp | 68.9%+25.0pp |
| Annual return | 36.26% | 19.08%+17.2pp | 282.11%-245.9pp | 26.06%+10.2pp |
| Employer contribution / active EE | $19,874 | $3,172+526.6% | $4,034+392.7% | $2,596+665.5% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,358 | $8,039-58.2% | $10,693-68.6% | $7,775-56.8% |