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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 | $726,941 | $147,556+392.7% | $129,031+463.4% | $198,609+266.0% |
| Participation rate | 93.3% | 77.2%+16.1pp | 73.4%+20.0pp | 82.4%+11.0pp |
| Annual return | 13.02% | 37.41%-24.4pp | 34.67%-21.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $25,943 | $3,645+611.8% | $3,226+704.2% | $5,055+413.2% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20,682 | $15,467+33.7% | $13,208+56.6% | $19,030+8.7% |