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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 | $382,386 | $160,070+138.9% | $147,117+159.9% | $145,897+162.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 98.69%-85.2pp | 420.54%-407.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,262 | $5,285-57.2% | $4,932-54.1% | $4,663-51.5% |
| Participant deferral / active EE | $8,388 | $8,419-0.4% | $8,065+4.0% | $6,689+25.4% |
| Admin fee / account holder | $5,590 | $15,035-62.8% | $12,993-57.0% | $13,390-58.3% |