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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 | $400,933 | $65,704+510.2% | $94,229+325.5% | $59,633+572.3% |
| Participation rate | 93.1% | 72.1%+21.0pp | 78.8%+14.3pp | 68.7%+24.4pp |
| Annual return | 18.66% | 5.22%+13.4pp | 10.68%+8.0pp | 2041.45%-2022.8pp |
| Employer contribution / active EE | $10,552 | $2,021+422.2% | $3,587+194.2% | $2,203+379.1% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $13,610 | $4,265+219.2% | $6,269+117.1% | $4,297+216.7% |