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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 | $826,278 | $146,267+464.9% | $197,124+319.2% | $82,448+902.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 86.7%+7.7pp | 68.1%+26.4pp |
| Annual return | 29.60% | 29.61%0pp | 44.34%-14.7pp | 41.64%-12.0pp |
| Employer contribution / active EE | $16,775 | $4,723+255.1% | $6,227+169.4% | $2,551+557.6% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $24,836 | $14,422+72.2% | $16,298+52.4% | $7,234+243.3% |