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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 | $449,082 | $109,967+308.4% | $97,197+362.0% | $145,877+207.9% |
| Participation rate | 91.7% | 76.0%+15.7pp | 72.7%+19.0pp | 80.3%+11.4pp |
| Annual return | 8.53% | 244.27%-235.7pp | 75.47%-66.9pp | 551.28%-542.8pp |
| Employer contribution / active EE | $23,871 | $3,077+675.9% | $2,723+776.7% | $4,663+411.9% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $23,561 | $6,199+280.1% | $5,637+317.9% | $13,402+75.8% |