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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 | $259,076 | $171,492+51.1% | $150,734+71.9% | $198,609+30.4% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 4.53% | 804.70%-800.2pp | 600.81%-596.3pp | 202.70%-198.2pp |
| Employer contribution / active EE | $1,942 | $5,470-64.5% | $4,918-60.5% | $5,055-61.6% |
| Participant deferral / active EE | $13,075 | $6,259+108.9% | $5,610+133.1% | $6,977+87.4% |
| Admin fee / account holder | $66,400 | $17,628+276.7% | $14,905+345.5% | $19,030+248.9% |