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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 | $285,560 | $107,941+164.6% | $91,994+210.4% | $152,897+86.8% |
| Participation rate | 72.2% | 81.2%-9.0pp | 78.6%-6.4pp | 82.5%-10.2pp |
| Annual return | 22.98% | 89.28%-66.3pp | 69.04%-46.1pp | 345.43%-322.4pp |
| Employer contribution / active EE | $2,796 | $4,212-33.6% | $3,453-19.0% | $4,764-41.3% |
| Participant deferral / active EE | $8,286 | $6,366+30.2% | $5,924+39.9% | $5,851+41.6% |
| Admin fee / account holder | $83,167 | $10,521+690.5% | $7,744+974.0% | $11,599+617.0% |