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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 | $258,447 | $103,000+150.9% | $90,300+186.2% | $152,885+69.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 20.57% | 95.19%-74.6pp | 78.11%-57.5pp | 345.39%-324.8pp |
| Employer contribution / active EE | $1,783 | $3,138-43.2% | $2,854-37.5% | $4,763-62.6% |
| Participant deferral / active EE | $14,784 | $4,281+245.4% | $3,884+280.6% | $5,851+152.7% |
| Admin fee / account holder | $2,882 | $6,173-53.3% | $5,353-46.2% | $11,598-75.1% |