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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 | $71,230+306.6% | $93,727+209.0% | $80,959+257.7% |
| Participation rate | 98.5% | 60.4%+38.1pp | 68.7%+29.8pp | 67.7%+30.8pp |
| Annual return | 120.58% | 11.26%+109.3pp | 133.83%-13.2pp | 35.67%+84.9pp |
| Employer contribution / active EE | $839 | $1,565-46.4% | $2,421-65.3% | $2,757-69.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $639 | $6,961-90.8% | $8,292-92.3% | $6,925-90.8% |