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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 | $467,907 | $78,707+494.5% | $117,861+297.0% | $70,126+567.2% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 20.16% | 23.30%-3.1pp | 335.11%-314.9pp | 73.15%-53.0pp |
| Employer contribution / active EE | $6,821 | $2,223+206.8% | $3,786+80.2% | $2,343+191.2% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $38,991 | $5,066+669.7% | $8,021+386.1% | $4,645+739.3% |