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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 | $211,288+59.3% | $178,540+88.5% | $145,884+130.7% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 10.41% | 30.27%-19.9pp | 27.15%-16.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $2,312 | $4,574-49.5% | $3,953-41.5% | $4,662-50.4% |
| Participant deferral / active EE | $3,047 | $6,967-56.3% | $6,281-51.5% | $6,690-54.5% |
| Admin fee / account holder | $39,616 | $12,105+227.3% | $10,424+280.0% | $13,392+195.8% |