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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 | $183,516+81.6% | $155,534+114.3% | $145,884+128.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.46% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,433 | $5,315-54.2% | $4,675-48.0% | $4,662-47.8% |
| Participant deferral / active EE | $5,023 | $6,467-22.3% | $5,630-10.8% | $6,690-24.9% |
| Admin fee / account holder | $278,461 | $19,293+1343.3% | $15,900+1651.4% | $13,392+1979.3% |