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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 | $463,832 | $89,259+419.6% | $107,187+332.7% | $82,637+461.3% |
| Participation rate | 96.2% | 67.9%+28.2pp | 75.0%+21.1pp | 68.1%+28.1pp |
| Annual return | 19.17% | 21.02%-1.9pp | 204.55%-185.4pp | 53.51%-34.3pp |
| Employer contribution / active EE | $24,860 | $3,080+707.1% | $3,782+557.3% | $2,552+874.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20,435 | $7,381+176.9% | $9,162+123.0% | $7,339+178.5% |