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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 | $567,120 | $87,132+550.9% | $105,624+436.9% | $80,959+600.5% |
| Participation rate | 98.2% | 70.4%+27.8pp | 75.3%+22.9pp | 67.7%+30.5pp |
| Annual return | 12.21% | 17.03%-4.8pp | 116.20%-104.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $11,350 | $2,397+373.6% | $3,168+258.3% | $2,757+311.7% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $19,664 | $8,449+132.7% | $10,961+79.4% | $6,925+183.9% |