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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 | $790,196 | $217,432+263.4% | $185,851+325.2% | $167,553+371.6% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 14.62% | 148.43%-133.8pp | 122.11%-107.5pp | 478.89%-464.3pp |
| Employer contribution / active EE | $10,507 | $5,874+78.9% | $5,168+103.3% | $4,840+117.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $49,870 | $19,820+151.6% | $16,245+207.0% | $12,316+304.9% |