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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 | $424,501 | $183,539+131.3% | $155,556+172.9% | $145,897+191.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.04% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $3,421 | $5,315-35.6% | $4,675-26.8% | $4,663-26.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $45,130 | $19,275+134.1% | $15,885+184.1% | $13,390+237.0% |