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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 | $258,050 | $148,623+73.6% | $135,974+89.8% | $139,466+85.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.63% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $2,227 | $5,246-57.5% | $4,859-54.2% | $4,754-53.2% |
| Participant deferral / active EE | $8,036 | $8,103-0.8% | $7,760+3.6% | $6,712+19.7% |
| Admin fee / account holder | $65,155 | $12,406+425.2% | $10,767+505.2% | $11,409+471.1% |