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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 | $271,369 | $98,463+175.6% | $119,237+127.6% | $85,851+216.1% |
| Participation rate | 93.2% | 77.6%+15.5pp | 82.7%+10.4pp | 69.3%+23.8pp |
| Annual return | 18.64% | 38.53%-19.9pp | 30.70%-12.1pp | 318.63%-300.0pp |
| Employer contribution / active EE | $6,283 | $3,698+69.9% | $4,383+43.4% | $2,565+144.9% |
| Participant deferral / active EE | $0 | $4,942-100.0% | $6,112-100.0% | $3,952-100.0% |
| Admin fee / account holder | $23,374 | $7,493+211.9% | $7,229+223.3% | $6,261+273.3% |