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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 | $307,743 | $112,131+174.4% | $95,964+220.7% | $158,982+93.6% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 12.26% | 171.19%-158.9pp | 91.64%-79.4pp | 302.99%-290.7pp |
| Employer contribution / active EE | $8,500 | $3,199+165.7% | $2,541+234.5% | $4,763+78.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $462 | $10,136-95.4% | $6,797-93.2% | $11,252-95.9% |