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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 | $753,720 | $99,994+653.8% | $146,643+414.0% | $85,847+778.0% |
| Participation rate | 98.6% | 73.1%+25.5pp | 80.1%+18.5pp | 69.3%+29.3pp |
| Annual return | 28.27% | 18.93%+9.3pp | 22.75%+5.5pp | 318.61%-290.3pp |
| Employer contribution / active EE | $16,070 | $2,559+528.0% | $4,137+288.5% | $2,565+526.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $16,027 | $7,703+108.1% | $10,280+55.9% | $6,261+156.0% |