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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 | $256,637 | $68,412+275.1% | $94,679+171.1% | $75,181+241.4% |
| Participation rate | 90.2% | 76.1%+14.1pp | 80.8%+9.4pp | 67.2%+23.0pp |
| Annual return | 17.52% | 616.91%-599.4pp | 156.75%-139.2pp | 160.69%-143.2pp |
| Employer contribution / active EE | $2,758 | $2,701+2.1% | $3,673-24.9% | $2,671+3.3% |
| Participant deferral / active EE | $10,068 | $6,537+54.0% | $7,417+35.7% | $4,126+144.0% |
| Admin fee / account holder | $4,563 | $5,326-14.3% | $7,233-36.9% | $5,650-19.2% |