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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 | $642,461 | $152,612+321.0% | $125,192+413.2% | $152,897+320.2% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 15.50% | 54.85%-39.3pp | 43.79%-28.3pp | 345.43%-329.9pp |
| Employer contribution / active EE | $19,473 | $4,947+293.6% | $3,866+403.7% | $4,764+308.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,426 | $13,437-67.1% | $9,704-54.4% | $11,599-61.8% |