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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 | $543,867 | $86,288+530.3% | $111,306+388.6% | $85,851+533.5% |
| Participation rate | 96.1% | 73.3%+22.7pp | 77.3%+18.8pp | 69.3%+26.8pp |
| Annual return | 18.89% | 19.99%-1.1pp | 54.67%-35.8pp | 318.63%-299.7pp |
| Employer contribution / active EE | $23,570 | $2,044+1053.3% | $2,732+762.8% | $2,565+818.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $55,195 | $8,189+574.0% | $7,966+592.9% | $6,261+781.6% |