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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 | $267,471 | $77,164+246.6% | $178,014+50.3% | $80,874+230.7% |
| Participation rate | 92.3% | 65.7%+26.6pp | 77.1%+15.2pp | 67.6%+24.7pp |
| Annual return | 19.04% | 18.09%+0.9pp | 294.80%-275.8pp | 35.62%-16.6pp |
| Employer contribution / active EE | $21,154 | $2,288+824.7% | $3,950+435.5% | $2,756+667.7% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,276-100.0% | $4,297-100.0% |
| Admin fee / account holder | $75,941 | $7,164+960.0% | $10,362+632.9% | $6,935+995.0% |