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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 | $256,294 | $100,792+154.3% | $86,691+195.6% | $134,509+90.5% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | 6.50% | 29.08%-22.6pp | 35.94%-29.4pp | 418.13%-411.6pp |
| Employer contribution / active EE | $7,701 | $3,491+120.6% | $2,837+171.5% | $4,741+62.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $23,901 | $10,924+118.8% | $7,492+219.0% | $11,427+109.2% |