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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 | $196,972+375.2% | $182,262+413.5% | $198,609+371.3% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 16.67% | 158.27%-141.6pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $16,393 | $5,364+205.6% | $5,046+224.9% | $5,055+224.3% |
| Participant deferral / active EE | $16,393 | $8,643+89.7% | $8,276+98.1% | $6,977+135.0% |
| Admin fee / account holder | $7,633 | $18,429-58.6% | $16,712-54.3% | $19,030-59.9% |