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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 | $453,514 | $81,870+453.9% | $119,634+279.1% | $68,490+562.2% |
| Participation rate | 97.9% | 71.9%+26.0pp | 79.3%+18.7pp | 67.9%+30.0pp |
| Annual return | 37.18% | -23.82%+61.0pp | -14.98%+52.2pp | -7.85%+45.0pp |
| Employer contribution / active EE | $9,393 | $2,692+249.0% | $4,232+121.9% | $2,597+261.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,723 | $6,583+108.5% | $10,329+32.9% | $5,403+154.0% |