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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 | $723,453 | $110,337+555.7% | $102,383+606.6% | $145,877+395.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.67% | 24.83%-15.2pp | 24.94%-15.3pp | 551.28%-541.6pp |
| Employer contribution / active EE | $21,906 | $4,216+419.6% | $3,870+466.0% | $4,663+369.8% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $29,964 | $9,750+207.3% | $8,391+257.1% | $13,402+123.6% |