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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 | $628,439 | $199,109+215.6% | $173,730+261.7% | $154,746+306.1% |
| Participation rate | 95.5% | 82.8%+12.6pp | 79.6%+15.9pp | 80.7%+14.8pp |
| Annual return | 11.49% | 20.02%-8.5pp | 19.96%-8.5pp | 172.34%-160.8pp |
| Employer contribution / active EE | $31,695 | $5,311+496.8% | $4,577+592.4% | $4,379+623.8% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $123,479 | $20,916+490.4% | $17,523+604.6% | $14,365+759.6% |