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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 | $86,949+264.7% | $102,460+209.4% | $80,959+291.6% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.7%+29.2pp |
| Annual return | 92.68% | 18.89%+73.8pp | 29.47%+63.2pp | 35.67%+57.0pp |
| Employer contribution / active EE | $16,449 | $2,370+594.2% | $3,025+443.8% | $2,757+496.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,387 | $8,048-20.6% | $9,460-32.5% | $6,925-7.8% |