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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 | $435,966 | $171,492+154.2% | $150,734+189.2% | $198,609+119.5% |
| Participation rate | 91.7% | 81.4%+10.3pp | 78.4%+13.2pp | 82.4%+9.3pp |
| Annual return | 10.62% | 804.70%-794.1pp | 600.81%-590.2pp | 202.70%-192.1pp |
| Employer contribution / active EE | $20,833 | $5,470+280.9% | $4,918+323.6% | $5,055+312.1% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,105 | $17,628-76.7% | $14,905-72.5% | $19,030-78.4% |