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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 | $531,268 | $73,978+618.1% | $96,515+450.5% | $75,173+606.7% |
| Participation rate | 95.1% | 66.4%+28.7pp | 74.3%+20.8pp | 67.2%+27.9pp |
| Annual return | 23.65% | 26.72%-3.1pp | 35.73%-12.1pp | 160.72%-137.1pp |
| Employer contribution / active EE | $26,341 | $2,931+798.8% | $3,740+604.4% | $2,671+886.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,776 | $5,219+240.6% | $6,735+163.9% | $5,651+214.6% |