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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 | $360,197 | $81,208+343.5% | $98,920+264.1% | $79,852+351.1% |
| Participation rate | 96.0% | 72.5%+23.5pp | 76.0%+20.0pp | 69.6%+26.4pp |
| Annual return | 10.28% | 60.99%-50.7pp | 196.47%-186.2pp | 31.72%-21.4pp |
| Employer contribution / active EE | $15,272 | $1,960+679.3% | $2,689+467.9% | $2,471+518.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $19,385 | $6,013+222.4% | $6,643+191.8% | $5,306+265.3% |