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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 | $690,566 | $81,208+750.4% | $98,920+598.1% | $79,856+764.8% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 17.16% | 60.99%-43.8pp | 196.47%-179.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $9,687 | $1,960+394.3% | $2,689+260.2% | $2,471+292.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $14,010 | $6,013+133.0% | $6,643+110.9% | $5,306+164.0% |