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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 | $685,184 | $185,312+269.7% | $161,489+324.3% | $154,746+342.8% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 20.63% | 103.84%-83.2pp | 89.72%-69.1pp | 172.34%-151.7pp |
| Employer contribution / active EE | $16,171 | $4,769+239.1% | $4,268+278.9% | $4,379+269.3% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,464 | $18,654-86.8% | $16,006-84.6% | $14,365-82.8% |