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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 | $271,066 | $112,112+141.8% | $95,956+182.5% | $158,950+70.5% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 19.39% | 171.15%-151.8pp | 91.63%-72.2pp | 302.91%-283.5pp |
| Employer contribution / active EE | $1,934 | $3,199-39.5% | $2,541-23.9% | $4,762-59.4% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $47,306 | $10,134+366.8% | $6,797+596.0% | $11,248+320.6% |