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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 | $485,924 | $217,432+123.5% | $185,849+161.5% | $167,536+190.0% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 10.46% | 148.42%-138.0pp | 122.10%-111.6pp | 478.82%-468.4pp |
| Employer contribution / active EE | $11,745 | $5,875+99.9% | $5,169+127.2% | $4,839+142.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,520 | $19,818-82.2% | $16,244-78.3% | $12,315-71.4% |