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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 | $283,895 | $101,063+180.9% | $81,473+248.5% | $147,586+92.4% |
| Participation rate | 93.8% | 74.5%+19.3pp | 68.0%+25.8pp | 82.8%+10.9pp |
| Annual return | 11.90% | 32.41%-20.5pp | 38.78%-26.9pp | 578.59%-566.7pp |
| Employer contribution / active EE | $23,319 | $3,206+627.5% | $2,568+808.1% | $4,876+378.2% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,257 | $5,812+42.1% | $4,561+81.0% | $10,886-24.1% |