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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 | $855,045 | $81,476+949.4% | $102,383+735.1% | $80,925+956.6% |
| Participation rate | 97.4% | 66.8%+30.5pp | 74.5%+22.9pp | 67.7%+29.7pp |
| Annual return | 38.03% | 25.59%+12.4pp | 24.94%+13.1pp | 35.65%+2.4pp |
| Employer contribution / active EE | $30,170 | $3,105+871.7% | $3,870+679.5% | $2,756+994.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $28,993 | $6,717+331.6% | $8,391+245.5% | $6,940+317.8% |