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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 | $429,448 | $157,296+173.0% | $141,191+204.2% | $152,897+180.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 25.18% | 64.34%-39.2pp | 71.41%-46.2pp | 345.43%-320.2pp |
| Employer contribution / active EE | $2,267 | $5,262-56.9% | $4,736-52.1% | $4,764-52.4% |
| Participant deferral / active EE | $11,355 | $7,111+59.7% | $6,710+69.2% | $5,851+94.1% |
| Admin fee / account holder | $2,449 | $12,125-79.8% | $10,264-76.1% | $11,599-78.9% |