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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 | $379,296 | $72,404+423.9% | $110,243+244.1% | $64,173+491.1% |
| Participation rate | 95.5% | 73.3%+22.1pp | 79.8%+15.6pp | 69.6%+25.9pp |
| Annual return | 4.78% | -6.29%+11.1pp | 314.76%-310.0pp | 7.63%-2.9pp |
| Employer contribution / active EE | $13,753 | $2,282+502.8% | $3,827+259.4% | $2,381+477.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $134,075 | $5,664+2267.0% | $8,548+1468.5% | $4,887+2643.3% |