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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 | $591,703 | $69,977+745.6% | $108,582+444.9% | $62,881+841.0% |
| Participation rate | 97.6% | 72.9%+24.7pp | 79.6%+18.0pp | 69.3%+28.3pp |
| Annual return | 10.38% | 10.73%-0.3pp | -51.70%+62.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $13,947 | $2,135+553.3% | $3,758+271.1% | $2,281+511.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $36,107 | $5,076+611.3% | $7,645+372.3% | $4,296+740.5% |