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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 | $578,990 | $90,530+539.6% | $76,030+661.5% | $145,897+296.8% |
| Participation rate | 90.9% | 74.4%+16.5pp | 69.1%+21.8pp | 80.3%+10.6pp |
| Annual return | 33.19% | 625.08%-591.9pp | 361.54%-328.3pp | 552.29%-519.1pp |
| Employer contribution / active EE | $2,010 | $3,319-39.5% | $2,688-25.2% | $4,663-56.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $11,737 | $8,383+40.0% | $6,421+82.8% | $13,390-12.3% |