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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 | $289,613 | $71,057+307.6% | $93,654+209.2% | $80,874+258.1% |
| Participation rate | 98.5% | 60.4%+38.1pp | 68.7%+29.8pp | 67.6%+30.8pp |
| Annual return | 120.58% | 11.26%+109.3pp | 133.34%-12.8pp | 35.62%+85.0pp |
| Employer contribution / active EE | $839 | $1,564-46.3% | $2,421-65.3% | $2,756-69.5% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $639 | $6,944-90.8% | $8,282-92.3% | $6,935-90.8% |