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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 | $647,777 | $96,233+573.1% | $137,474+371.2% | $94,015+589.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 83.5%+16.5pp | 70.8%+29.2pp |
| Annual return | 12.11% | 16.05%-3.9pp | 11.53%+0.6pp | 17.84%-5.7pp |
| Employer contribution / active EE | $30,906 | $3,713+732.3% | $5,048+512.2% | $2,790+1007.7% |
| Participant deferral / active EE | $0 | $5,018-100.0% | $6,155-100.0% | $4,249-100.0% |
| Admin fee / account holder | $117,915 | $7,029+1577.6% | $10,602+1012.2% | $8,951+1217.3% |