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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 | $583,052 | $116,203+401.8% | $93,621+522.8% | $152,897+281.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 19.05% | 35.96%-16.9pp | 32.76%-13.7pp | 345.43%-326.4pp |
| Employer contribution / active EE | $610 | $3,219-81.1% | $2,719-77.6% | $4,764-87.2% |
| Participant deferral / active EE | $2,400 | $4,605-47.9% | $4,070-41.0% | $5,851-59.0% |
| Admin fee / account holder | $45,765 | $10,751+325.7% | $7,890+480.0% | $11,599+294.5% |