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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 | $97,125+648.5% | $86,233+743.0% | $137,256+429.6% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.0%+24.3pp | 80.0%+13.4pp |
| Annual return | 13.02% | 74.19%-61.2pp | 61.39%-48.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $25,943 | $2,841+813.1% | $2,504+935.9% | $4,156+524.2% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $20,682 | $9,725+112.7% | $8,342+147.9% | $12,270+68.6% |