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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 | $367,269 | $124,330+195.4% | $109,173+236.4% | $167,536+119.2% |
| Participation rate | 94.4% | 79.5%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 39.25% | 26.04%+13.2pp | 25.75%+13.5pp | 478.82%-439.6pp |
| Employer contribution / active EE | $8,980 | $4,209+113.3% | $3,723+141.2% | $4,839+85.6% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,454 | $7,974+68.7% | $6,755+99.2% | $12,315+9.3% |