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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 | $408,040 | $102,429+298.4% | $147,096+177.4% | $80,925+404.2% |
| Participation rate | 82.1% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.5pp |
| Annual return | 15.23% | 135.02%-119.8pp | 419.75%-404.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $2,474 | $3,716-33.4% | $4,936-49.9% | $2,756-10.3% |
| Participant deferral / active EE | $10,134 | $6,649+52.4% | $8,071+25.6% | $4,299+135.7% |
| Admin fee / account holder | $82,421 | $7,957+935.8% | $13,005+533.8% | $6,940+1087.6% |