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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 | $362,681 | $102,382+254.2% | $147,005+146.7% | $80,874+348.5% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 33.96% | 134.89%-100.9pp | 418.76%-384.8pp | 35.62%-1.7pp |
| Employer contribution / active EE | $7,634 | $3,715+105.5% | $4,934+54.7% | $2,756+177.0% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,840 | $7,942-64.2% | $13,006-78.2% | $6,935-59.1% |