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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 | $111,785+244.6% | $93,669+311.2% | $145,877+164.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 14.17% | 203.79%-189.6pp | 133.59%-119.4pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,955 | $3,096+27.7% | $2,424+63.2% | $4,663-15.2% |
| Participant deferral / active EE | $5,321 | $4,919+8.2% | $4,416+20.5% | $6,691-20.5% |
| Admin fee / account holder | $37,938 | $10,256+269.9% | $8,291+357.6% | $13,402+183.1% |