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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 | $525,011 | $177,595+195.6% | $148,496+253.6% | $198,609+164.3% |
| Participation rate | 95.2% | 79.3%+16.0pp | 76.0%+19.2pp | 82.4%+12.9pp |
| Annual return | 9.56% | 9.97%-0.4pp | 12.33%-2.8pp | 202.70%-193.1pp |
| Employer contribution / active EE | $22,571 | $4,098+450.8% | $3,497+545.4% | $5,055+346.5% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $11,557 | $27,010-57.2% | $19,547-40.9% | $19,030-39.3% |