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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 | $523,658 | $65,704+697.0% | $94,229+455.7% | $59,633+778.1% |
| Participation rate | 97.7% | 72.1%+25.6pp | 78.8%+19.0pp | 68.7%+29.1pp |
| Annual return | 10.33% | 5.22%+5.1pp | 10.68%-0.4pp | 2041.45%-2031.1pp |
| Employer contribution / active EE | $13,329 | $2,021+559.7% | $3,587+271.6% | $2,203+505.2% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $12,812 | $4,265+200.4% | $6,269+104.4% | $4,297+198.2% |