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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 | $283,202 | $91,559+209.3% | $133,971+111.4% | $79,852+254.7% |
| Participation rate | 94.8% | 73.3%+21.5pp | 79.8%+15.0pp | 69.6%+25.2pp |
| Annual return | 25.89% | 61.85%-36.0pp | 45.09%-19.2pp | 31.72%-5.8pp |
| Employer contribution / active EE | $14,091 | $2,384+491.1% | $3,919+259.6% | $2,471+470.2% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,541 | $6,321-75.6% | $8,929-82.7% | $5,306-71.0% |