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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 | $530,083 | $148,582+256.8% | $135,942+289.9% | $139,456+280.1% |
| Participation rate | 91.3% | 83.9%+7.4pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 12.77% | 79.26%-66.5pp | 68.28%-55.5pp | 373.45%-360.7pp |
| Employer contribution / active EE | $10,372 | $5,245+97.8% | $4,858+113.5% | $4,753+118.2% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $9,545 | $12,402-23.0% | $10,764-11.3% | $11,407-16.3% |