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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 | $391,541 | $129,737+201.8% | $119,126+228.7% | $154,746+153.0% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 20.71% | 379.08%-358.4pp | 282.11%-261.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $3,009 | $4,375-31.2% | $4,034-25.4% | $4,379-31.3% |
| Participant deferral / active EE | $6,416 | $5,842+9.8% | $5,318+20.7% | $6,730-4.7% |
| Admin fee / account holder | $37,711 | $11,961+215.3% | $10,693+252.7% | $14,365+162.5% |