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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 | $317,061 | $86,938+264.7% | $102,423+209.6% | $80,925+291.8% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.7%+29.2pp |
| Annual return | 92.68% | 18.89%+73.8pp | 29.42%+63.3pp | 35.65%+57.0pp |
| Employer contribution / active EE | $16,449 | $2,369+594.3% | $3,023+444.1% | $2,756+496.8% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,387 | $8,053-20.7% | $9,455-32.4% | $6,940-8.0% |