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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 | $601,562 | $107,368+460.3% | $92,915+547.4% | $152,909+293.4% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.5%-6.3pp |
| Annual return | 23.71% | 145.64%-121.9pp | 109.45%-85.7pp | 345.46%-321.8pp |
| Employer contribution / active EE | $4,539 | $4,222+7.5% | $3,653+24.2% | $4,764-4.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30,900 | $7,082+336.3% | $5,796+433.2% | $11,601+166.4% |