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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 | $308,663 | $157,304+96.2% | $141,197+118.6% | $152,909+101.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.37% | 64.34%-45.0pp | 71.41%-52.0pp | 345.46%-326.1pp |
| Employer contribution / active EE | $2,275 | $5,263-56.8% | $4,736-52.0% | $4,764-52.2% |
| Participant deferral / active EE | $12,477 | $7,111+75.5% | $6,710+85.9% | $5,851+113.2% |
| Admin fee / account holder | $3,166 | $12,126-73.9% | $10,265-69.2% | $11,601-72.7% |