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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 | $210,698+59.7% | $178,014+89.0% | $145,959+130.6% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 10.41% | 386.27%-375.9pp | 294.80%-284.4pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,312 | $4,567-49.4% | $3,950-41.5% | $4,661-50.4% |
| Participant deferral / active EE | $3,047 | $6,958-56.2% | $6,276-51.5% | $6,689-54.4% |
| Admin fee / account holder | $39,616 | $12,016+229.7% | $10,362+282.3% | $13,398+195.7% |