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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 | $255,275 | $112,935+126.0% | $90,970+180.6% | $158,966+60.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 7.98% | 215.79%-207.8pp | 134.58%-126.6pp | 302.95%-295.0pp |
| Employer contribution / active EE | $2,752 | $2,895-4.9% | $2,122+29.7% | $4,762-42.2% |
| Participant deferral / active EE | $3,994 | $4,129-3.3% | $3,373+18.4% | $5,983-33.2% |
| Admin fee / account holder | $3,923 | $8,045-51.2% | $5,960-34.2% | $11,250-65.1% |