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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 | $90,691+538.4% | $76,119+660.6% | $145,884+296.9% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.1%+21.8pp | 80.3%+10.6pp |
| Annual return | 33.19% | 624.52%-591.3pp | 361.25%-328.1pp | 551.85%-518.7pp |
| Employer contribution / active EE | $2,010 | $3,329-39.6% | $2,693-25.4% | $4,662-56.9% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,737 | $8,383+40.0% | $6,421+82.8% | $13,392-12.4% |