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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 | $687,942 | $107,733+538.6% | $92,985+639.8% | $154,746+344.6% |
| Participation rate | 95.5% | 74.6%+20.9pp | 69.5%+26.0pp | 80.7%+14.8pp |
| Annual return | 36.92% | 30.39%+6.5pp | 27.99%+8.9pp | 172.34%-135.4pp |
| Employer contribution / active EE | $20,243 | $3,126+547.5% | $2,662+660.4% | $4,379+362.3% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,102 | $11,369+6.4% | $9,463+27.9% | $14,365-15.8% |