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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 | $88,672+423.1% | $105,223+340.8% | $82,448+462.6% |
| Participation rate | 96.2% | 67.9%+28.2pp | 75.0%+21.1pp | 68.1%+28.1pp |
| Annual return | 19.17% | 30.86%-11.7pp | 180.65%-161.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $24,860 | $3,048+715.6% | $3,689+574.0% | $2,551+874.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $20,435 | $7,146+186.0% | $8,859+130.7% | $7,234+182.5% |