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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 | $767,667 | $111,535+588.3% | $105,223+629.6% | $137,256+459.3% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.0%+16.3pp | 80.0%+11.3pp |
| Annual return | 15.79% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $32,257 | $3,939+718.8% | $3,689+774.5% | $4,156+676.1% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,288 | $9,721-55.9% | $8,859-51.6% | $12,270-65.1% |