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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 | $271,184 | $65,434+314.4% | $98,483+175.4% | $85,847+215.9% |
| Participation rate | 73.5% | 65.0%+8.5pp | 73.3%+0.2pp | 69.3%+4.2pp |
| Annual return | 12.58% | 21.75%-9.2pp | 1494.38%-1481.8pp | 318.61%-306.0pp |
| Employer contribution / active EE | $1,260 | $2,169-41.9% | $2,961-57.4% | $2,565-50.9% |
| Participant deferral / active EE | $6,050 | $3,168+91.0% | $4,276+41.5% | $3,952+53.1% |
| Admin fee / account holder | $3,597 | $4,595-21.7% | $5,953-39.6% | $6,261-42.6% |