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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 | $86,922+264.8% | $102,438+209.5% | $80,874+292.0% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.6%+29.2pp |
| Annual return | 92.68% | 18.90%+73.8pp | 29.37%+63.3pp | 35.62%+57.1pp |
| Employer contribution / active EE | $16,449 | $2,369+594.2% | $3,024+444.0% | $2,756+496.9% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,387 | $8,050-20.7% | $9,448-32.4% | $6,935-7.9% |