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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 | $294,090 | $96,678+204.2% | $86,640+239.4% | $139,466+110.9% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 16.20% | 106.69%-90.5pp | 592.52%-576.3pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,558 | $3,265-52.3% | $3,024-48.5% | $4,754-67.2% |
| Participant deferral / active EE | $19,500 | $4,837+303.2% | $4,438+339.4% | $6,712+190.5% |
| Admin fee / account holder | $2,912 | $6,410-54.6% | $5,616-48.1% | $11,409-74.5% |