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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 | $540,678 | $162,785+232.1% | $133,959+303.6% | $158,950+240.2% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 19.87% | 41.94%-22.1pp | 45.09%-25.2pp | 302.91%-283.0pp |
| Employer contribution / active EE | $12,699 | $4,975+155.2% | $3,919+224.1% | $4,762+166.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,951 | $11,738-57.8% | $8,928-44.5% | $11,248-56.0% |