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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 | $739,222 | $106,588+593.5% | $94,215+684.6% | $155,188+376.3% |
| Participation rate | 83.3% | 74.3%+9.1pp | 70.0%+13.4pp | 80.8%+2.5pp |
| Annual return | 5.87% | 29.39%-23.5pp | 28.22%-22.3pp | 148.84%-143.0pp |
| Employer contribution / active EE | $25,000 | $3,080+711.8% | $2,675+834.5% | $4,248+488.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,723 | $12,281-29.0% | $10,216-14.6% | $14,480-39.8% |