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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 | $270,010 | $183,539+47.1% | $155,556+73.6% | $145,897+85.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.50% | 61.31%-49.8pp | 64.84%-53.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,432 | $5,315-54.3% | $4,675-48.0% | $4,663-47.9% |
| Participant deferral / active EE | $9,203 | $6,467+42.3% | $5,631+63.4% | $6,689+37.6% |
| Admin fee / account holder | $134,689 | $19,275+598.8% | $15,885+747.9% | $13,390+905.9% |