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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 | $489,758 | $175,231+179.5% | $149,696+227.2% | $139,466+251.2% |
| Participation rate | 91.3% | 83.4%+7.9pp | 78.8%+12.5pp | 80.3%+11.0pp |
| Annual return | 15.54% | 166.77%-151.2pp | 134.46%-118.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $30,053 | $5,478+448.6% | $4,821+523.4% | $4,754+532.2% |
| Participant deferral / active EE | $16,347 | $6,521+150.7% | $5,682+187.7% | $6,712+143.5% |
| Admin fee / account holder | $1,148 | $16,155-92.9% | $13,212-91.3% | $11,409-89.9% |