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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 | $605,374 | $107,941+460.8% | $91,994+558.1% | $152,909+295.9% |
| Participation rate | 92.3% | 81.2%+11.1pp | 78.6%+13.7pp | 82.5%+9.9pp |
| Annual return | 29.77% | 89.28%-59.5pp | 69.04%-39.3pp | 345.46%-315.7pp |
| Employer contribution / active EE | $6,732 | $4,212+59.9% | $3,453+95.0% | $4,764+41.3% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,701 | $10,521-64.8% | $7,744-52.2% | $11,601-68.1% |