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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 | $88,672+347.5% | $105,223+277.1% | $82,448+381.3% |
| Participation rate | 90.5% | 67.9%+22.6pp | 75.0%+15.4pp | 68.1%+22.4pp |
| Annual return | 20.88% | 30.86%-10.0pp | 180.65%-159.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $13,715 | $3,048+350.0% | $3,689+271.8% | $2,551+437.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $79,144 | $7,146+1007.5% | $8,859+793.4% | $7,234+994.0% |