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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 | $770,921 | $93,345+725.9% | $119,126+547.1% | $87,485+781.2% |
| Participation rate | 88.0% | 68.7%+19.3pp | 75.8%+12.2pp | 68.9%+19.1pp |
| Annual return | 17.98% | 19.08%-1.1pp | 282.11%-264.1pp | 26.06%-8.1pp |
| Employer contribution / active EE | $33,293 | $3,172+949.7% | $4,034+725.4% | $2,596+1182.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,357 | $8,039-70.7% | $10,693-78.0% | $7,775-69.7% |