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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 | $490,811 | $196,972+149.2% | $182,262+169.3% | $198,609+147.1% |
| Participation rate | 86.7% | 85.7%+1.0pp | 84.2%+2.5pp | 82.4%+4.3pp |
| Annual return | 16.53% | 158.27%-141.7pp | 140.60%-124.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $25,111 | $5,364+368.2% | $5,046+397.7% | $5,055+396.7% |
| Participant deferral / active EE | $12,820 | $8,643+48.3% | $8,276+54.9% | $6,977+83.8% |
| Admin fee / account holder | $131,152 | $18,429+611.7% | $16,712+684.8% | $19,030+589.2% |