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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 | $595,618 | $115,810+414.3% | $101,271+488.1% | $158,966+274.7% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 13.13% | 56.15%-43.0pp | 46.48%-33.3pp | 302.95%-289.8pp |
| Employer contribution / active EE | $2,948 | $4,175-29.4% | $3,660-19.5% | $4,762-38.1% |
| Participant deferral / active EE | $6,695 | $4,958+35.0% | $4,371+53.2% | $5,983+11.9% |
| Admin fee / account holder | $90,414 | $7,248+1147.4% | $5,948+1420.2% | $11,250+703.7% |