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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 | $447,015 | $139,421+220.6% | $239,577+86.6% | $116,462+283.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.1%+17.9pp | 74.7%+25.3pp |
| Annual return | 32.40% | 15.58%+16.8pp | -0.70%+33.1pp | 15.65%+16.7pp |
| Employer contribution / active EE | $21,204 | $4,487+372.6% | $7,232+193.2% | $3,231+556.2% |
| Participant deferral / active EE | $0 | $4,296-100.0% | $5,676-100.0% | $3,836-100.0% |
| Admin fee / account holder | $19,860 | $21,515-7.7% | $19,315+2.8% | $12,754+55.7% |