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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 | $297,148 | $110,801+168.2% | $86,868+242.1% | $167,518+77.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 14.76% | 117.00%-102.2pp | 63.53%-48.8pp | 478.71%-463.9pp |
| Employer contribution / active EE | $755 | $3,245-76.7% | $2,496-69.8% | $4,838-84.4% |
| Participant deferral / active EE | $7,545 | $4,547+66.0% | $3,699+104.0% | $6,342+19.0% |
| Admin fee / account holder | $23,865 | $8,417+183.5% | $5,829+309.4% | $12,312+93.8% |