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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 | $793,468 | $201,264+294.2% | $184,185+330.8% | $145,978+443.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.64% | 29.00%-7.4pp | 28.81%-7.2pp | 550.52%-528.9pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $24,442 | $9,806+149.3% | $9,132+167.6% | $6,690+265.4% |
| Admin fee / account holder | $842 | $16,376-94.9% | $13,909-94.0% | $13,400-93.7% |