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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 | $898,369 | $114,013+688.0% | $103,693+766.4% | $155,188+478.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.2pp | 80.8%+8.1pp |
| Annual return | 9.48% | 49.31%-39.8pp | 47.61%-38.1pp | 148.84%-139.4pp |
| Employer contribution / active EE | $13,022 | $3,131+315.9% | $2,920+345.9% | $4,248+206.6% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $64,986 | $8,407+673.0% | $7,858+727.0% | $14,480+348.8% |