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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 | $463,832 | $96,731+379.5% | $123,973+274.1% | $86,983+433.2% |
| Participation rate | 96.2% | 70.0%+26.1pp | 76.7%+19.5pp | 69.5%+26.6pp |
| Annual return | 19.17% | 17.33%+1.8pp | 388.13%-369.0pp | 25.83%-6.7pp |
| Employer contribution / active EE | $24,860 | $3,297+654.0% | $4,126+502.6% | $2,584+861.9% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $20,435 | $8,722+134.3% | $11,799+73.2% | $7,856+160.1% |