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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 | $609,139 | $199,109+205.9% | $173,730+250.6% | $154,746+293.6% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.6%+12.7pp | 80.7%+11.6pp |
| Annual return | 8.97% | 20.02%-11.1pp | 19.96%-11.0pp | 172.34%-163.4pp |
| Employer contribution / active EE | $25,291 | $5,311+376.2% | $4,577+452.5% | $4,379+477.5% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $869 | $20,916-95.8% | $17,523-95.0% | $14,365-93.9% |