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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 | $333,328 | $183,539+81.6% | $155,556+114.3% | $145,897+128.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.46% | 61.31%-44.8pp | 64.84%-48.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $2,433 | $5,315-54.2% | $4,675-48.0% | $4,663-47.8% |
| Participant deferral / active EE | $5,023 | $6,467-22.3% | $5,631-10.8% | $6,689-24.9% |
| Admin fee / account holder | $278,461 | $19,275+1344.7% | $15,885+1653.0% | $13,390+1979.6% |