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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 | $510,552 | $80,983+530.4% | $96,544+428.8% | $75,177+579.1% |
| Participation rate | 93.5% | 71.8%+21.7pp | 76.0%+17.5pp | 67.2%+26.3pp |
| Annual return | 15.95% | 27.05%-11.1pp | 25.88%-9.9pp | 160.75%-144.8pp |
| Employer contribution / active EE | $24,681 | $2,282+981.3% | $2,966+732.0% | $2,671+824.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,711 | $6,717+178.6% | $8,254+126.7% | $5,651+231.1% |