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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 | $251,707 | $154,193+63.2% | $130,045+93.6% | $139,466+80.5% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 24.95% | 32.51%-7.6pp | -137.30%+162.3pp | 373.66%-348.7pp |
| Employer contribution / active EE | $2,490 | $5,292-52.9% | $4,321-42.4% | $4,754-47.6% |
| Participant deferral / active EE | $13,414 | $6,709+99.9% | $5,820+130.5% | $6,712+99.8% |
| Admin fee / account holder | $5,238 | $13,989-62.6% | $10,600-50.6% | $11,409-54.1% |