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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 | $641,164 | $58,627+993.6% | $76,735+735.6% | $82,448+677.7% |
| Participation rate | 98.4% | 63.2%+35.2pp | 69.5%+28.9pp | 68.1%+30.3pp |
| Annual return | 19.62% | 39.10%-19.5pp | 29.77%-10.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $12,097 | $1,729+599.6% | $2,454+392.9% | $2,551+374.2% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $14,720 | $5,323+176.6% | $7,189+104.8% | $7,234+103.5% |