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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 | $481,374 | $78,425+513.8% | $95,954+401.7% | $79,860+502.8% |
| Participation rate | 98.2% | 73.5%+24.8pp | 77.1%+21.2pp | 69.6%+28.6pp |
| Annual return | 10.19% | 19.37%-9.2pp | 91.62%-81.4pp | 31.72%-21.5pp |
| Employer contribution / active EE | $17,544 | $1,945+801.9% | $2,541+590.4% | $2,471+610.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $36,378 | $5,622+547.1% | $6,796+435.3% | $5,306+585.5% |