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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 | $953,930 | $213,785+346.2% | $185,441+414.4% | $155,188+514.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 12.32% | 19.97%-7.6pp | 20.16%-7.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $12,000 | $5,393+122.5% | $4,672+156.8% | $4,248+182.5% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $33,393 | $21,134+58.0% | $17,890+86.7% | $14,480+130.6% |