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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 | $663,817 | $166,268+299.2% | $165,100+302.1% | $145,897+355.0% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 14.80% | 100.52%-85.7pp | 70.21%-55.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,231 | $6,964+118.7% | $6,035+152.4% | $6,689+127.7% |
| Admin fee / account holder | $40,019 | $16,659+140.2% | $12,696+215.2% | $13,390+198.9% |