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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 | $507,778 | $81,487+523.1% | $102,412+395.8% | $80,935+527.4% |
| Participation rate | 94.3% | 66.8%+27.4pp | 74.5%+19.8pp | 67.7%+26.6pp |
| Annual return | 53.71% | 25.60%+28.1pp | 24.94%+28.8pp | 35.66%+18.1pp |
| Employer contribution / active EE | $10,080 | $3,103+224.9% | $3,870+160.5% | $2,757+265.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,478 | $6,717-48.2% | $8,388-58.5% | $6,924-49.8% |