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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 | $252,892 | $176,786+43.1% | $146,643+72.5% | $167,536+50.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.79% | 24.04%-10.2pp | 22.75%-9.0pp | 478.82%-465.0pp |
| Employer contribution / active EE | $2,173 | $5,161-57.9% | $4,137-47.5% | $4,839-55.1% |
| Participant deferral / active EE | $7,735 | $6,440+20.1% | $5,506+40.5% | $6,342+22.0% |
| Admin fee / account holder | $1,185 | $13,262-91.1% | $10,280-88.5% | $12,315-90.4% |