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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 | $996,863 | $185,905+436.2% | $170,057+486.2% | $139,487+614.7% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 23.24% | 60.56%-37.3pp | 53.42%-30.2pp | 373.84%-350.6pp |
| Employer contribution / active EE | $13,010 | $7,597+71.3% | $6,790+91.6% | $4,755+173.6% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $22,490 | $15,397+46.1% | $12,826+75.3% | $11,407+97.2% |