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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 | $574,155 | $209,405+174.2% | $178,486+221.7% | $158,931+261.3% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 9.30% | 188.77%-179.5pp | 151.08%-141.8pp | 302.86%-293.6pp |
| Employer contribution / active EE | $16,490 | $5,707+189.0% | $5,011+229.1% | $4,761+246.3% |
| Participant deferral / active EE | $9,000 | $5,954+51.1% | $5,202+73.0% | $5,982+50.4% |
| Admin fee / account holder | $113,297 | $17,076+563.5% | $13,985+710.1% | $11,247+907.4% |