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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 | $685,184 | $172,111+298.1% | $150,298+355.9% | $137,256+399.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 20.63% | 69.37%-48.7pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $16,171 | $4,636+248.8% | $4,154+289.3% | $4,156+289.1% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,464 | $16,471-85.0% | $14,116-82.5% | $12,270-79.9% |