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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 | $181,062+278.4% | $158,223+333.1% | $155,188+341.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 20.63% | 57.39%-36.8pp | 52.09%-31.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $16,171 | $4,565+254.3% | $4,109+293.6% | $4,248+280.7% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,464 | $18,825-86.9% | $16,047-84.6% | $14,480-83.0% |