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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 | $781,668 | $87,733+791.0% | $106,555+633.6% | $85,847+810.5% |
| Participation rate | 93.9% | 71.9%+21.9pp | 76.1%+17.7pp | 69.3%+24.6pp |
| Annual return | 24.67% | 21.86%+2.8pp | 26.80%-2.1pp | 318.61%-293.9pp |
| Employer contribution / active EE | $9,440 | $2,073+355.4% | $2,819+234.8% | $2,565+268.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,623 | $6,767+71.7% | $7,408+56.9% | $6,261+85.6% |