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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 | $733,804 | $217,432+237.5% | $185,849+294.8% | $167,536+338.0% |
| Participation rate | 70.0% | 86.1%-16.1pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 14.51% | 148.42%-133.9pp | 122.10%-107.6pp | 478.82%-464.3pp |
| Employer contribution / active EE | $15,214 | $5,875+159.0% | $5,169+194.4% | $4,839+214.4% |
| Participant deferral / active EE | $21,864 | $6,357+243.9% | $5,569+292.6% | $6,342+244.7% |
| Admin fee / account holder | $453,013 | $19,818+2185.8% | $16,244+2688.9% | $12,315+3578.7% |