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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 | $325,918 | $65,367+398.6% | $92,915+250.8% | $72,976+346.6% |
| Participation rate | 92.5% | 68.3%+24.2pp | 76.0%+16.5pp | 69.5%+23.0pp |
| Annual return | 23.98% | 42.11%-18.1pp | 109.45%-85.5pp | 81.02%-57.0pp |
| Employer contribution / active EE | $9,762 | $2,594+276.3% | $3,653+167.2% | $2,440+300.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,053 | $4,251+160.0% | $5,796+90.7% | $5,124+115.7% |