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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 | $303,279 | $102,429+196.1% | $147,096+106.2% | $80,925+274.8% |
| Participation rate | 81.8% | 75.9%+6.0pp | 82.2%-0.4pp | 67.7%+14.2pp |
| Annual return | 20.03% | 135.02%-115.0pp | 419.75%-399.7pp | 35.65%-15.6pp |
| Employer contribution / active EE | $1,168 | $3,716-68.6% | $4,936-76.3% | $2,756-57.6% |
| Participant deferral / active EE | $12,234 | $6,649+84.0% | $8,071+51.6% | $4,299+184.6% |
| Admin fee / account holder | $11,349 | $7,957+42.6% | $13,005-12.7% | $6,940+63.5% |