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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 | $697,820 | $108,825+541.2% | $156,181+346.8% | $82,448+746.4% |
| Participation rate | 96.4% | 72.4%+24.1pp | 78.8%+17.6pp | 68.1%+28.4pp |
| Annual return | 20.75% | 20.59%+0.2pp | 64.87%-44.1pp | 41.64%-20.9pp |
| Employer contribution / active EE | $14,164 | $2,870+393.6% | $4,294+229.9% | $2,551+455.3% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $57,081 | $9,341+511.1% | $14,586+291.3% | $7,234+689.0% |