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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 | $471,907 | $196,972+139.6% | $182,262+158.9% | $198,609+137.6% |
| Participation rate | 93.3% | 85.7%+7.6pp | 84.2%+9.1pp | 82.4%+11.0pp |
| Annual return | 17.57% | 158.27%-140.7pp | 140.60%-123.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $11,878 | $5,364+121.5% | $5,046+135.4% | $5,055+135.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,208 | $18,429-77.2% | $16,712-74.8% | $19,030-77.9% |