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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 | $628,941 | $81,504+671.7% | $102,437+514.0% | $80,959+676.9% |
| Participation rate | 98.9% | 66.9%+32.1pp | 74.5%+24.4pp | 67.7%+31.2pp |
| Annual return | 45.79% | 25.60%+20.2pp | 24.95%+20.8pp | 35.67%+10.1pp |
| Employer contribution / active EE | $811 | $3,104-73.9% | $3,871-79.0% | $2,757-70.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $25,533 | $6,719+280.0% | $8,388+204.4% | $6,925+268.7% |