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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 | $259,850 | $148,629+74.8% | $135,982+91.1% | $139,487+86.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.66% | 79.33%-60.7pp | 68.32%-49.7pp | 373.84%-355.2pp |
| Employer contribution / active EE | $2,335 | $5,247-55.5% | $4,859-51.9% | $4,755-50.9% |
| Participant deferral / active EE | $7,469 | $8,102-7.8% | $7,760-3.7% | $6,713+11.3% |
| Admin fee / account holder | $6,564 | $12,406-47.1% | $10,767-39.0% | $11,407-42.5% |