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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 | $272,804 | $78,682+246.7% | $109,188+149.8% | $85,851+217.8% |
| Participation rate | 90.6% | 68.3%+22.3pp | 75.9%+14.7pp | 69.3%+21.3pp |
| Annual return | 14.27% | 25.09%-10.8pp | 25.76%-11.5pp | 318.63%-304.4pp |
| Employer contribution / active EE | $15,625 | $2,734+471.6% | $3,723+319.7% | $2,565+509.1% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,435 | $5,470+127.4% | $6,755+84.1% | $6,261+98.6% |