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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 | $375,252 | $183,539+104.5% | $155,556+141.2% | $145,897+157.2% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 11.11% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $3,103 | $5,315-41.6% | $4,675-33.6% | $4,663-33.4% |
| Participant deferral / active EE | $5,779 | $6,467-10.6% | $5,631+2.6% | $6,689-13.6% |
| Admin fee / account holder | $33,536 | $19,275+74.0% | $15,885+111.1% | $13,390+150.5% |