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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 | $336,514 | $211,224+59.3% | $178,505+88.5% | $145,897+130.7% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 10.41% | 30.28%-19.9pp | 27.16%-16.7pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,312 | $4,577-49.5% | $3,955-41.6% | $4,663-50.4% |
| Participant deferral / active EE | $3,047 | $6,966-56.3% | $6,280-51.5% | $6,689-54.4% |
| Admin fee / account holder | $39,616 | $12,109+227.2% | $10,428+279.9% | $13,390+195.9% |