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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 | $433,964 | $160,028+171.2% | $147,080+195.1% | $145,884+197.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.32% | 98.60%-82.3pp | 420.17%-403.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $43,124 | $5,286+715.9% | $4,933+774.1% | $4,662+825.0% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $94,388 | $15,030+528.0% | $12,989+626.7% | $13,392+604.8% |