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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 | $268,010 | $106,923+150.7% | $84,023+219.0% | $152,909+75.3% |
| Participation rate | 76.5% | 75.3%+1.2pp | 69.0%+7.5pp | 82.5%-6.0pp |
| Annual return | 25.51% | 105.02%-79.5pp | 71.32%-45.8pp | 345.46%-320.0pp |
| Employer contribution / active EE | $664 | $2,735-75.7% | $1,984-66.5% | $4,764-86.1% |
| Participant deferral / active EE | $1,266 | $4,013-68.5% | $3,239-60.9% | $5,851-78.4% |
| Admin fee / account holder | $23,760 | $8,289+186.7% | $6,102+289.4% | $11,601+104.8% |