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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 | $417,334 | $89,364+367.0% | $141,177+195.6% | $72,983+471.8% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 20.83% | 111.86%-91.0pp | 71.40%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $21,763 | $3,115+598.7% | $4,736+359.6% | $2,440+791.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,469 | $5,959-58.6% | $10,263-75.9% | $5,124-51.8% |