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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 | $294,504 | $178,174+65.3% | $156,181+88.6% | $137,256+114.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 20.53% | 84.19%-63.7pp | 64.87%-44.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,064 | $4,972-58.5% | $4,294-51.9% | $4,156-50.3% |
| Participant deferral / active EE | $12,291 | $6,888+78.4% | $6,132+100.4% | $6,407+91.8% |
| Admin fee / account holder | $259,664 | $17,404+1392.0% | $14,586+1680.2% | $12,270+2016.2% |