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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 | $273,160 | $142,972+91.1% | $214,702+27.2% | $86,983+214.0% |
| Participation rate | 97.0% | 84.9%+12.1pp | 87.5%+9.5pp | 69.5%+27.4pp |
| Annual return | 13.16% | 18.49%-5.3pp | 54.55%-41.4pp | 25.83%-12.7pp |
| Employer contribution / active EE | $10,201 | $4,635+120.1% | $6,461+57.9% | $2,584+294.7% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $65,528 | $17,617+272.0% | $19,830+230.4% | $7,856+734.1% |