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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 | $253,590 | $166,131+52.6% | $164,975+53.7% | $145,877+73.8% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 9.37% | 100.37%-91.0pp | 70.12%-60.7pp | 551.28%-541.9pp |
| Employer contribution / active EE | $4,026 | $5,276-23.7% | $4,343-7.3% | $4,663-13.7% |
| Participant deferral / active EE | $5,579 | $6,962-19.9% | $6,033-7.5% | $6,691-16.6% |
| Admin fee / account holder | $52,078 | $16,648+212.8% | $12,688+310.4% | $13,402+288.6% |