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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 | $317,420 | $108,897+191.5% | $100,378+216.2% | $145,877+117.6% |
| Participation rate | 70.8% | 83.0%-12.1pp | 81.5%-10.7pp | 80.3%-9.5pp |
| Annual return | 19.46% | 58.17%-38.7pp | 49.41%-29.9pp | 551.28%-531.8pp |
| Employer contribution / active EE | $1,664 | $4,420-62.3% | $3,942-57.8% | $4,663-64.3% |
| Participant deferral / active EE | $3,064 | $8,455-63.8% | $8,087-62.1% | $6,691-54.2% |
| Admin fee / account holder | $6,380 | $9,690-34.2% | $7,899-19.2% | $13,402-52.4% |