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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 | $321,337 | $86,949+269.6% | $102,460+213.6% | $80,959+296.9% |
| Participation rate | 97.4% | 72.4%+25.1pp | 76.5%+20.9pp | 67.7%+29.8pp |
| Annual return | 78.76% | 18.89%+59.9pp | 29.47%+49.3pp | 35.67%+43.1pp |
| Employer contribution / active EE | $20,466 | $2,370+763.7% | $3,025+576.5% | $2,757+642.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $51,425 | $8,048+539.0% | $9,460+443.6% | $6,925+642.6% |