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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 | $252,380 | $95,580+164.1% | $76,872+228.3% | $139,466+81.0% |
| Participation rate | 94.4% | 74.0%+20.5pp | 69.6%+24.9pp | 80.3%+14.1pp |
| Annual return | 13.94% | 55.00%-41.1pp | 37.90%-24.0pp | 373.66%-359.7pp |
| Employer contribution / active EE | $2,314 | $3,145-26.4% | $2,533-8.6% | $4,754-51.3% |
| Participant deferral / active EE | $10,759 | $4,623+132.7% | $3,832+180.7% | $6,712+60.3% |
| Admin fee / account holder | $11,879 | $8,302+43.1% | $5,476+116.9% | $11,409+4.1% |