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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 | $369,694 | $162,821+127.1% | $133,978+175.9% | $158,982+132.5% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 31.55% | 41.95%-10.4pp | 45.10%-13.5pp | 302.99%-271.4pp |
| Employer contribution / active EE | $17,646 | $4,976+254.6% | $3,919+350.3% | $4,763+270.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $883 | $11,742-92.5% | $8,930-90.1% | $11,252-92.1% |