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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 | $441,590 | $157,276+180.8% | $141,177+212.8% | $152,885+188.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 36.02% | 64.33%-28.3pp | 71.40%-35.4pp | 345.39%-309.4pp |
| Employer contribution / active EE | $2,462 | $5,262-53.2% | $4,736-48.0% | $4,763-48.3% |
| Participant deferral / active EE | $13,800 | $7,110+94.1% | $6,710+105.7% | $5,851+135.9% |
| Admin fee / account holder | $86,033 | $12,123+609.7% | $10,263+738.3% | $11,598+641.8% |