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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 | $257,542 | $118,708+117.0% | $98,920+160.4% | $158,982+62.0% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 7.91% | 372.49%-364.6pp | 196.47%-188.6pp | 302.99%-295.1pp |
| Employer contribution / active EE | $1,667 | $3,334-50.0% | $2,689-38.0% | $4,763-65.0% |
| Participant deferral / active EE | $1,863 | $5,089-63.4% | $4,245-56.1% | $5,983-68.9% |
| Admin fee / account holder | $73,135 | $10,134+621.7% | $6,643+1001.0% | $11,252+550.0% |