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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 | $427,661 | $183,539+133.0% | $155,556+174.9% | $145,897+193.1% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 16.41% | 61.31%-44.9pp | 64.84%-48.4pp | 552.29%-535.9pp |
| Employer contribution / active EE | $22,372 | $5,315+320.9% | $4,675+378.5% | $4,663+379.8% |
| Participant deferral / active EE | $16,721 | $6,467+158.6% | $5,631+197.0% | $6,689+150.0% |
| Admin fee / account holder | $43,588 | $19,275+126.1% | $15,885+174.4% | $13,390+225.5% |