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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 | $446,018 | $157,304+183.5% | $141,197+215.9% | $152,909+191.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 25.49% | 64.34%-38.9pp | 71.41%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $2,761 | $5,263-47.5% | $4,736-41.7% | $4,764-42.0% |
| Participant deferral / active EE | $11,255 | $7,111+58.3% | $6,710+67.7% | $5,851+92.3% |
| Admin fee / account holder | $274,356 | $12,126+2162.6% | $10,265+2572.8% | $11,601+2265.0% |