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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 | $909,835 | $167,533+443.1% | $151,645+500.0% | $134,545+576.2% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | 18.90% | 7.81%+11.1pp | 3.34%+15.6pp | 418.37%-399.5pp |
| Employer contribution / active EE | $34,965 | $6,828+412.1% | $6,165+467.1% | $4,742+637.4% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,594 | $13,781-1.4% | $11,614+17.0% | $11,431+18.9% |