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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 | $278,058 | $162,136+71.5% | $152,301+82.6% | $154,746+79.7% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 13.43% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $16,251 | $4,890+232.3% | $4,624+251.4% | $4,379+271.1% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,816 | $15,759-56.7% | $14,398-52.7% | $14,365-52.6% |