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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 | $250,193 | $58,258+329.5% | $81,820+205.8% | $80,925+209.2% |
| Participation rate | 80.6% | 63.5%+17.1pp | 72.4%+8.2pp | 67.7%+12.9pp |
| Annual return | 13.62% | 41.76%-28.1pp | 777.93%-764.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $5,308 | $2,345+126.3% | $2,915+82.1% | $2,756+92.6% |
| Participant deferral / active EE | $11,606 | $3,284+253.5% | $4,323+168.5% | $4,299+170.0% |
| Admin fee / account holder | $2,774 | $4,976-44.2% | $7,391-62.5% | $6,940-60.0% |