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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 | $606,026 | $129,737+367.1% | $119,126+408.7% | $154,746+291.6% |
| Participation rate | 92.3% | 78.9%+13.5pp | 75.8%+16.5pp | 80.7%+11.6pp |
| Annual return | 16.89% | 379.08%-362.2pp | 282.11%-265.2pp | 172.34%-155.4pp |
| Employer contribution / active EE | $11,611 | $4,375+165.4% | $4,034+187.9% | $4,379+165.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $103,290 | $11,961+763.6% | $10,693+865.9% | $14,365+619.0% |