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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 | $449,012 | $166,268+170.1% | $165,100+172.0% | $145,897+207.8% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 10.04% | 100.52%-90.5pp | 70.21%-60.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $12,313 | $5,284+133.0% | $4,348+183.2% | $4,663+164.1% |
| Participant deferral / active EE | $13,302 | $6,964+91.0% | $6,035+120.4% | $6,689+98.9% |
| Admin fee / account holder | $518 | $16,659-96.9% | $12,696-95.9% | $13,390-96.1% |