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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 | $392,534 | $65,434+499.9% | $98,483+298.6% | $85,847+357.3% |
| Participation rate | 72.7% | 65.0%+7.7pp | 73.3%-0.6pp | 69.3%+3.4pp |
| Annual return | 16.64% | 21.75%-5.1pp | 1494.38%-1477.7pp | 318.61%-302.0pp |
| Employer contribution / active EE | $1,795 | $2,169-17.2% | $2,961-39.4% | $2,565-30.0% |
| Participant deferral / active EE | $6,562 | $3,168+107.1% | $4,276+53.4% | $3,952+66.0% |
| Admin fee / account holder | $1,666 | $4,595-63.7% | $5,953-72.0% | $6,261-73.4% |