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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 | $769,124 | $87,225+781.8% | $158,226+386.1% | $94,015+718.1% |
| Participation rate | 96.0% | 67.9%+28.1pp | 74.8%+21.2pp | 70.8%+25.2pp |
| Annual return | 16.81% | 16.34%+0.5pp | 501.41%-484.6pp | 17.84%-1.0pp |
| Employer contribution / active EE | $33,458 | $2,217+1409.3% | $2,986+1020.7% | $2,790+1099.2% |
| Participant deferral / active EE | $0 | $3,405-100.0% | $4,317-100.0% | $4,249-100.0% |
| Admin fee / account holder | $36,213 | $7,888+359.1% | $10,217+254.4% | $8,951+304.6% |