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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 | $159,934+328.6% | $147,005+366.3% | $145,959+369.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 13.88% | 98.24%-84.4pp | 418.76%-404.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $3,485 | $5,287-34.1% | $4,934-29.4% | $4,661-25.2% |
| Participant deferral / active EE | $5,915 | $8,427-29.8% | $8,070-26.7% | $6,689-11.6% |
| Admin fee / account holder | $46,944 | $15,053+211.8% | $13,006+260.9% | $13,398+250.4% |