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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 | $500,001 | $110,240+353.6% | $96,544+417.9% | $139,487+258.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 41.60% | 26.41%+15.2pp | 25.88%+15.7pp | 373.84%-332.2pp |
| Employer contribution / active EE | $14,768 | $3,622+307.7% | $2,966+397.9% | $4,755+210.6% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,611 | $11,602-17.2% | $8,254+16.4% | $11,407-15.8% |