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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 | $300,087 | $91,559+227.8% | $133,971+124.0% | $79,852+275.8% |
| Participation rate | 96.9% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | 13.58% | 61.85%-48.3pp | 45.09%-31.5pp | 31.72%-18.1pp |
| Employer contribution / active EE | $15,352 | $2,384+544.0% | $3,919+291.8% | $2,471+521.3% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,668 | $6,321-10.3% | $8,929-36.5% | $5,306+6.8% |