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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 | $396,829 | $93,345+325.1% | $119,126+233.1% | $87,485+353.6% |
| Participation rate | 90.5% | 68.7%+21.7pp | 75.8%+14.7pp | 68.9%+21.5pp |
| Annual return | 20.88% | 19.08%+1.8pp | 282.11%-261.2pp | 26.06%-5.2pp |
| Employer contribution / active EE | $13,715 | $3,172+332.4% | $4,034+240.0% | $2,596+428.3% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $79,144 | $8,039+884.5% | $10,693+640.1% | $7,775+918.0% |