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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 | $297,235 | $118,708+150.4% | $98,920+200.5% | $158,982+87.0% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.7pp | 82.0%-4.2pp |
| Annual return | 14.07% | 372.49%-358.4pp | 196.47%-182.4pp | 302.99%-288.9pp |
| Employer contribution / active EE | $2,749 | $3,334-17.6% | $2,689+2.2% | $4,763-42.3% |
| Participant deferral / active EE | $12,151 | $5,089+138.8% | $4,245+186.2% | $5,983+103.1% |
| Admin fee / account holder | $72,874 | $10,134+619.1% | $6,643+997.0% | $11,252+547.7% |