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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 | $258,847 | $115,810+123.5% | $101,271+155.6% | $158,966+62.8% |
| Participation rate | 70.8% | 79.4%-8.5pp | 75.8%-5.0pp | 82.0%-11.1pp |
| Annual return | 11.33% | 56.15%-44.8pp | 46.48%-35.2pp | 302.95%-291.6pp |
| Employer contribution / active EE | $1,027 | $4,175-75.4% | $3,660-71.9% | $4,762-78.4% |
| Participant deferral / active EE | $2,628 | $4,958-47.0% | $4,371-39.9% | $5,983-56.1% |
| Admin fee / account holder | $9,686 | $7,248+33.6% | $5,948+62.8% | $11,250-13.9% |