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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 | $252,518 | $156,616+61.2% | $133,346+89.4% | $198,609+27.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 13.09% | 44.25%-31.2pp | 36.85%-23.8pp | 202.70%-189.6pp |
| Employer contribution / active EE | $2,011 | $3,368-40.3% | $2,853-29.5% | $5,055-60.2% |
| Participant deferral / active EE | $8,336 | $4,920+69.5% | $4,332+92.4% | $6,977+19.5% |
| Admin fee / account holder | $11,559 | $17,468-33.8% | $14,264-19.0% | $19,030-39.3% |