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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 | $385,171 | $111,814+244.5% | $93,654+311.3% | $145,959+163.9% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 14.17% | 203.30%-189.1pp | 133.34%-119.2pp | 561.95%-547.8pp |
| Employer contribution / active EE | $3,955 | $3,092+27.9% | $2,421+63.4% | $4,661-15.1% |
| Participant deferral / active EE | $5,321 | $4,914+8.3% | $4,413+20.6% | $6,689-20.4% |
| Admin fee / account holder | $37,938 | $10,246+270.3% | $8,282+358.1% | $13,398+183.2% |