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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 | $811,097 | $80,983+901.6% | $96,544+740.1% | $75,177+978.9% |
| Participation rate | 92.0% | 71.8%+20.2pp | 76.0%+16.0pp | 67.2%+24.8pp |
| Annual return | 44.72% | 27.05%+17.7pp | 25.88%+18.8pp | 160.75%-116.0pp |
| Employer contribution / active EE | $33,615 | $2,282+1372.8% | $2,966+1033.2% | $2,671+1158.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $32,171 | $6,717+379.0% | $8,254+289.7% | $5,651+469.3% |