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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 | $721,433 | $109,344+559.8% | $89,400+707.0% | $158,950+353.9% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.0%+24.9pp | 82.0%+10.9pp |
| Annual return | 11.15% | 345.73%-334.6pp | 245.64%-234.5pp | 302.91%-291.8pp |
| Employer contribution / active EE | $13,760 | $3,170+334.0% | $2,586+432.1% | $4,762+188.9% |
| Participant deferral / active EE | $0 | $4,599-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,478 | $6,154+21.5% | $4,882+53.2% | $11,248-33.5% |