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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 | $171,492+253.4% | $150,734+302.1% | $198,609+205.1% |
| Participation rate | 92.3% | 81.4%+10.9pp | 78.4%+13.9pp | 82.4%+9.9pp |
| Annual return | 16.89% | 804.70%-787.8pp | 600.81%-583.9pp | 202.70%-185.8pp |
| Employer contribution / active EE | $11,611 | $5,470+112.3% | $4,918+136.1% | $5,055+129.7% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $103,290 | $17,628+485.9% | $14,905+593.0% | $19,030+442.8% |