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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 | $953,930 | $178,174+435.4% | $156,181+510.8% | $137,256+595.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 12.32% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $12,000 | $4,972+141.4% | $4,294+179.5% | $4,156+188.7% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $33,393 | $17,404+91.9% | $14,586+128.9% | $12,270+172.1% |