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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 | $355,056 | $56,197+531.8% | $67,652+424.8% | $59,633+495.4% |
| Participation rate | 96.3% | 71.5%+24.8pp | 75.7%+20.6pp | 68.7%+27.6pp |
| Annual return | 5.65% | 18508.10%-18502.5pp | 6625.40%-6619.7pp | 2041.45%-2035.8pp |
| Employer contribution / active EE | $2,437 | $1,615+50.9% | $2,266+7.6% | $2,203+10.7% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $669 | $3,958-83.1% | $4,821-86.1% | $4,297-84.4% |