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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 | $586,742 | $76,371+668.3% | $93,621+526.7% | $72,976+704.0% |
| Participation rate | 98.1% | 71.8%+26.4pp | 75.8%+22.3pp | 69.5%+28.7pp |
| Annual return | 25.01% | 25.82%-0.8pp | 32.76%-7.8pp | 81.02%-56.0pp |
| Employer contribution / active EE | $11,774 | $2,276+417.4% | $2,719+333.1% | $2,440+382.5% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,249 | $6,839+64.5% | $7,890+42.6% | $5,124+119.5% |