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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 | $399,049 | $142,430+180.2% | $115,170+246.5% | $152,897+161.0% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.5%+3.3pp |
| Annual return | 15.80% | 41.48%-25.7pp | 35.60%-19.8pp | 345.43%-329.6pp |
| Employer contribution / active EE | $11,328 | $4,011+182.5% | $3,179+256.3% | $4,764+137.8% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,425 | $8,464-83.2% | $7,089-79.9% | $11,599-87.7% |