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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 | $606,026 | $111,535+443.4% | $105,223+475.9% | $137,256+341.5% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 16.89% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $11,611 | $3,939+194.7% | $3,689+214.8% | $4,156+179.4% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $103,290 | $9,721+962.5% | $8,859+1066.0% | $12,270+741.8% |