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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 | $184,014+241.5% | $161,149+290.0% | $138,895+352.5% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.8%+16.6pp | 79.9%+15.5pp |
| Annual return | 11.49% | 21.52%-10.0pp | 21.16%-9.7pp | 145.39%-133.9pp |
| Employer contribution / active EE | $31,695 | $5,055+527.0% | $4,360+626.9% | $4,194+655.7% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $123,479 | $18,027+585.0% | $15,194+712.7% | $12,562+882.9% |