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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 | $110,039+308.1% | $97,260+361.7% | $145,884+207.8% |
| Participation rate | 91.7% | 75.9%+15.7pp | 72.7%+19.0pp | 80.3%+11.4pp |
| Annual return | 8.53% | 244.44%-235.9pp | 75.54%-67.0pp | 551.85%-543.3pp |
| Employer contribution / active EE | $23,871 | $3,074+676.5% | $2,721+777.2% | $4,662+412.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $23,561 | $6,204+279.8% | $5,640+317.8% | $13,392+75.9% |