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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 | $322,368 | $112,131+187.5% | $95,964+235.9% | $158,982+102.8% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 21.18% | 171.19%-150.0pp | 91.64%-70.5pp | 302.99%-281.8pp |
| Employer contribution / active EE | $1,994 | $3,199-37.7% | $2,541-21.6% | $4,763-58.1% |
| Participant deferral / active EE | $5,405 | $4,784+13.0% | $4,167+29.7% | $5,983-9.7% |
| Admin fee / account holder | $22,187 | $10,136+118.9% | $6,797+226.4% | $11,252+97.2% |