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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 | $520,210 | $134,817+285.9% | $123,973+319.6% | $155,188+235.2% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.7%+15.0pp | 80.8%+10.9pp |
| Annual return | 12.99% | 515.49%-502.5pp | 388.13%-375.1pp | 148.84%-135.9pp |
| Employer contribution / active EE | $15,430 | $4,425+248.7% | $4,126+274.0% | $4,248+263.3% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,996 | $13,245-47.2% | $11,799-40.7% | $14,480-51.7% |