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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 | $337,882 | $96,643+249.6% | $86,617+290.1% | $139,456+142.3% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 15.24% | 106.57%-91.3pp | 591.91%-576.7pp | 373.45%-358.2pp |
| Employer contribution / active EE | $2,660 | $3,264-18.5% | $3,023-12.0% | $4,753-44.0% |
| Participant deferral / active EE | $11,996 | $4,835+148.1% | $4,437+170.4% | $6,711+78.7% |
| Admin fee / account holder | $183,986 | $6,406+2772.1% | $5,613+3178.0% | $11,407+1512.9% |