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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 | $297,137 | $175,259+69.5% | $149,723+98.5% | $139,487+113.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.26% | 166.82%-155.6pp | 134.50%-123.2pp | 373.84%-362.6pp |
| Employer contribution / active EE | $1,365 | $5,478-75.1% | $4,821-71.7% | $4,755-71.3% |
| Participant deferral / active EE | $17,342 | $6,522+165.9% | $5,682+205.2% | $6,713+158.3% |
| Admin fee / account holder | $823 | $16,158-94.9% | $13,215-93.8% | $11,407-92.8% |