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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 | $685,450 | $160,040+328.3% | $147,096+366.0% | $145,877+369.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 13.88% | 98.49%-84.6pp | 419.75%-405.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,485 | $5,289-34.1% | $4,936-29.4% | $4,663-25.3% |
| Participant deferral / active EE | $5,915 | $8,429-29.8% | $8,071-26.7% | $6,691-11.6% |
| Admin fee / account holder | $46,944 | $15,050+211.9% | $13,005+261.0% | $13,402+250.3% |