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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 | $935,954 | $162,136+477.3% | $152,301+514.5% | $154,746+504.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 16.67% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $16,393 | $4,890+235.2% | $4,624+254.5% | $4,379+274.3% |
| Participant deferral / active EE | $16,393 | $8,341+96.5% | $8,004+104.8% | $6,730+143.6% |
| Admin fee / account holder | $7,633 | $15,759-51.6% | $14,398-47.0% | $14,365-46.9% |