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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 | $663,369 | $168,635+293.4% | $147,617+349.4% | $125,389+429.0% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | 0.02% | 77.65%-77.6pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $21,661 | $6,252+246.5% | $5,564+289.3% | $4,866+345.1% |
| Participant deferral / active EE | $16,500 | $5,507+199.6% | $4,895+237.1% | $5,352+208.3% |
| Admin fee / account holder | $26,082 | $13,580+92.1% | $11,612+124.6% | $9,541+173.4% |