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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 | $347,797 | $105,864+228.5% | $90,162+285.7% | $147,585+135.7% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 18.84% | 37.63%-18.8pp | 34.88%-16.0pp | 578.57%-559.7pp |
| Employer contribution / active EE | $11,886 | $4,126+188.1% | $3,318+258.3% | $4,876+143.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,687 | $8,046-66.6% | $5,943-54.8% | $10,885-75.3% |