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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 | $496,601 | $148,623+234.1% | $135,974+265.2% | $139,466+256.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.03% | 79.30%-62.3pp | 68.30%-51.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $10,000 | $5,246+90.6% | $4,859+105.8% | $4,754+110.4% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,044 | $12,406-83.5% | $10,767-81.0% | $11,409-82.1% |