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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 | $526,254 | $117,829+346.6% | $102,423+413.8% | $145,877+260.8% |
| Participation rate | 90.5% | 78.6%+11.9pp | 76.5%+14.0pp | 80.3%+10.2pp |
| Annual return | 10.01% | 31.83%-21.8pp | 29.42%-19.4pp | 551.28%-541.3pp |
| Employer contribution / active EE | $6,606 | $3,615+82.7% | $3,023+118.5% | $4,663+41.7% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $27,073 | $13,335+103.0% | $9,455+186.3% | $13,402+102.0% |