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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 | $268,284 | $162,812+64.8% | $133,971+100.3% | $158,966+68.8% |
| Participation rate | 93.8% | 83.2%+10.5pp | 79.8%+13.9pp | 82.0%+11.8pp |
| Annual return | 10.03% | 41.94%-31.9pp | 45.09%-35.1pp | 302.95%-292.9pp |
| Employer contribution / active EE | $1,270 | $4,976-74.5% | $3,919-67.6% | $4,762-73.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,501 | $11,741+6.5% | $8,929+40.0% | $11,250+11.1% |