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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 | $864,209 | $166,242+419.9% | $165,071+423.5% | $145,884+492.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 19.57% | 100.44%-80.9pp | 70.17%-50.6pp | 551.85%-532.3pp |
| Employer contribution / active EE | $12,000 | $5,283+127.1% | $4,347+176.0% | $4,662+157.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $30,463 | $16,658+82.9% | $12,695+140.0% | $13,392+127.5% |