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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 | $265,130 | $162,529+63.1% | $130,788+102.7% | $154,746+71.3% |
| Participation rate | 93.3% | 75.9%+17.5pp | 70.1%+23.2pp | 80.7%+12.6pp |
| Annual return | 8.71% | 510.48%-501.8pp | 386.44%-377.7pp | 172.34%-163.6pp |
| Employer contribution / active EE | $5,160 | $4,447+16.0% | $3,558+45.0% | $4,379+17.8% |
| Participant deferral / active EE | $10,320 | $4,808+114.6% | $4,137+149.4% | $6,730+53.3% |
| Admin fee / account holder | $164,979 | $7,669+2051.2% | $6,673+2372.4% | $14,365+1048.5% |