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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 | $965,193 | $212,386+354.5% | $199,883+382.9% | $138,895+594.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.8%+4.1pp | 79.9%+11.0pp |
| Annual return | 11.58% | 47.75%-36.2pp | 43.81%-32.2pp | 145.39%-133.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $22,849 | $9,617+137.6% | $9,138+150.0% | $6,396+257.2% |
| Admin fee / account holder | $94,023 | $18,233+415.7% | $17,268+444.5% | $12,562+648.5% |