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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 | $723,453 | $111,814+547.0% | $103,378+599.8% | $145,978+395.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.67% | 24.80%-15.1pp | 24.91%-15.2pp | 550.52%-540.8pp |
| Employer contribution / active EE | $21,906 | $4,215+419.7% | $3,870+466.0% | $4,662+369.9% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $29,964 | $9,764+206.9% | $8,401+256.7% | $13,400+123.6% |