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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 | $252,387 | $105,145+140.0% | $94,664+166.6% | $139,466+81.0% |
| Participation rate | 81.8% | 82.4%-0.5pp | 80.8%+1.0pp | 80.3%+1.5pp |
| Annual return | 17.20% | 38.09%-20.9pp | 156.84%-139.6pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,151 | $4,107-47.6% | $3,673-41.4% | $4,754-54.8% |
| Participant deferral / active EE | $6,469 | $7,599-14.9% | $7,417-12.8% | $6,712-3.6% |
| Admin fee / account holder | $14,201 | $8,972+58.3% | $7,222+96.6% | $11,409+24.5% |