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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 | $185,830+436.4% | $170,004+486.4% | $139,427+615.0% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 23.24% | 60.52%-37.3pp | 53.39%-30.1pp | 373.27%-350.0pp |
| Employer contribution / active EE | $13,010 | $7,591+71.4% | $6,786+91.7% | $4,752+173.8% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,711-100.0% |
| Admin fee / account holder | $22,490 | $15,381+46.2% | $12,816+75.5% | $11,404+97.2% |