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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 | $426,650 | $96,731+341.1% | $123,973+244.1% | $86,983+390.5% |
| Participation rate | 98.3% | 70.0%+28.3pp | 76.7%+21.7pp | 69.5%+28.8pp |
| Annual return | 14.63% | 17.33%-2.7pp | 388.13%-373.5pp | 25.83%-11.2pp |
| Employer contribution / active EE | $20,708 | $3,297+528.1% | $4,126+401.9% | $2,584+701.3% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,712 | $8,722-11.6% | $11,799-34.6% | $7,856-1.8% |