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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 | $259,027 | $88,186+193.7% | $165,071+56.9% | $74,459+247.9% |
| Participation rate | 93.9% | 73.1%+20.8pp | 78.6%+15.3pp | 67.2%+26.7pp |
| Annual return | 13.87% | 17.13%-3.3pp | 70.17%-56.3pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $14,635 | $2,600+462.8% | $4,347+236.6% | $2,626+457.3% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5,121 | $2,234+129.2% | $12,695-59.7% | $1,945+163.3% |