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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 | $129,737+236.0% | $119,126+266.0% | $154,746+181.7% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 10.62% | 379.08%-368.5pp | 282.11%-271.5pp | 172.34%-161.7pp |
| Employer contribution / active EE | $20,833 | $4,375+376.2% | $4,034+416.5% | $4,379+375.7% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,105 | $11,961-65.7% | $10,693-61.6% | $14,365-71.4% |