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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 | $449,884 | $105,284+327.3% | $150,734+198.5% | $94,015+378.5% |
| Participation rate | 92.7% | 71.7%+20.9pp | 78.4%+14.2pp | 70.8%+21.9pp |
| Annual return | 29.81% | 15.67%+14.1pp | 600.81%-571.0pp | 17.84%+12.0pp |
| Employer contribution / active EE | $9,052 | $3,599+151.5% | $4,918+84.0% | $2,790+224.4% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,406 | $9,839-45.1% | $14,905-63.7% | $8,951-39.6% |