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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 | $258,667 | $135,645+90.7% | $110,243+134.6% | $135,380+91.1% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.8%+4.8pp | 82.6%+2.0pp |
| Annual return | 1.06% | 513.24%-512.2pp | 314.76%-313.7pp | 519.81%-518.7pp |
| Employer contribution / active EE | $6,996 | $4,907+42.6% | $3,827+82.8% | $4,779+46.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,402 | $11,458-52.9% | $8,548-36.8% | $10,828-50.1% |