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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 | $254,052 | $165,381+53.6% | $149,730+69.7% | $158,966+59.8% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 17.08% | 348.29%-331.2pp | 276.70%-259.6pp | 302.95%-285.9pp |
| Employer contribution / active EE | $4,233 | $5,104-17.1% | $4,645-8.9% | $4,762-11.1% |
| Participant deferral / active EE | $6,443 | $7,182-10.3% | $6,843-5.8% | $5,983+7.7% |
| Admin fee / account holder | $57,060 | $10,809+427.9% | $9,310+512.9% | $11,250+407.2% |