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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 | $162,136+191.1% | $152,301+209.9% | $154,746+205.0% |
| Participation rate | 93.3% | 84.1%+9.2pp | 82.4%+10.9pp | 80.7%+12.6pp |
| Annual return | 17.57% | 91.02%-73.5pp | 80.50%-62.9pp | 172.34%-154.8pp |
| Employer contribution / active EE | $11,878 | $4,890+142.9% | $4,624+156.9% | $4,379+171.2% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,208 | $15,759-73.3% | $14,398-70.8% | $14,365-70.7% |