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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 | $269,615 | $51,222+426.4% | $70,544+282.2% | $75,173+258.7% |
| Participation rate | 91.2% | 61.0%+30.2pp | 68.4%+22.8pp | 67.2%+24.0pp |
| Annual return | 121.48% | 30.06%+91.4pp | 32.79%+88.7pp | 160.72%-39.2pp |
| Employer contribution / active EE | $4,541 | $1,827+148.6% | $2,976+52.6% | $2,671+70.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,969 | $4,096-27.5% | $6,427-53.8% | $5,651-47.5% |