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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 | $107,809+574.3% | $97,032+649.2% | $155,188+368.4% |
| Participation rate | 93.3% | 75.5%+17.9pp | 71.6%+21.8pp | 80.8%+12.5pp |
| Annual return | 13.02% | 38.06%-25.0pp | 35.38%-22.4pp | 148.84%-135.8pp |
| Employer contribution / active EE | $25,943 | $2,911+791.2% | $2,629+886.9% | $4,248+510.7% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $20,682 | $10,717+93.0% | $9,418+119.6% | $14,480+42.8% |