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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 | $919,540 | $124,346+639.5% | $111,308+726.1% | $167,536+448.9% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 14.65% | 37.45%-22.8pp | 54.67%-40.0pp | 478.82%-464.2pp |
| Employer contribution / active EE | $15,744 | $3,437+358.0% | $2,732+476.3% | $4,839+225.4% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $513,138 | $10,621+4731.2% | $7,965+6342.3% | $12,315+4066.9% |