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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 | $253,194 | $60,349+319.6% | $74,184+241.3% | $62,881+302.7% |
| Participation rate | 85.4% | 72.7%+12.6pp | 76.6%+8.7pp | 69.3%+16.1pp |
| Annual return | 104.33% | 21.38%+83.0pp | 17.74%+86.6pp | 20.14%+84.2pp |
| Employer contribution / active EE | $10,673 | $1,680+535.2% | $2,370+350.3% | $2,281+367.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,132 | $4,261+43.9% | $5,586+9.8% | $4,296+42.8% |