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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 | $555,254 | $99,957+455.5% | $149,730+270.8% | $73,493+655.5% |
| Participation rate | 88.0% | 75.7%+12.3pp | 82.5%+5.5pp | 70.7%+17.3pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.70%-276.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $2,651 | $3,191-16.9% | $4,645-42.9% | $2,270+16.8% |
| Participant deferral / active EE | $9,760 | $6,073+60.7% | $6,843+42.6% | $3,740+161.0% |
| Admin fee / account holder | $2,487 | $551+351.7% | $9,310-73.3% | $513+384.8% |