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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 | $253,374 | $148,629+70.5% | $135,982+86.3% | $139,487+81.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.88% | 79.33%-65.4pp | 68.32%-54.4pp | 373.84%-360.0pp |
| Employer contribution / active EE | $1,250 | $5,247-76.2% | $4,859-74.3% | $4,755-73.7% |
| Participant deferral / active EE | $4,607 | $8,102-43.1% | $7,760-40.6% | $6,713-31.4% |
| Admin fee / account holder | $749 | $12,406-94.0% | $10,767-93.0% | $11,407-93.4% |