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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 | $106,588+545.4% | $94,215+630.2% | $155,188+343.3% |
| Participation rate | 95.5% | 74.3%+21.2pp | 70.0%+25.5pp | 80.8%+14.7pp |
| Annual return | 36.92% | 29.39%+7.5pp | 28.22%+8.7pp | 148.84%-111.9pp |
| Employer contribution / active EE | $20,243 | $3,080+557.3% | $2,675+656.7% | $4,248+376.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,102 | $12,281-1.5% | $10,216+18.5% | $14,480-16.4% |