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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 | $87,059+551.4% | $105,608+437.0% | $80,925+600.8% |
| Participation rate | 98.2% | 70.4%+27.7pp | 75.3%+22.9pp | 67.7%+30.5pp |
| Annual return | 12.21% | 17.05%-4.8pp | 116.50%-104.3pp | 35.65%-23.4pp |
| Employer contribution / active EE | $11,350 | $2,396+373.6% | $3,167+258.4% | $2,756+311.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $19,664 | $8,443+132.9% | $11,028+78.3% | $6,940+183.3% |