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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 | $102,385+254.2% | $147,080+146.6% | $80,935+348.1% |
| Participation rate | 98.2% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 33.96% | 135.09%-101.1pp | 420.17%-386.2pp | 35.66%-1.7pp |
| Employer contribution / active EE | $7,634 | $3,717+105.4% | $4,933+54.7% | $2,757+176.9% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,840 | $7,951-64.3% | $12,989-78.1% | $6,924-59.0% |