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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 | $337,541 | $157,276+114.6% | $141,177+139.1% | $152,885+120.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.88% | 64.33%-42.5pp | 71.40%-49.5pp | 345.39%-323.5pp |
| Employer contribution / active EE | $2,123 | $5,262-59.7% | $4,736-55.2% | $4,763-55.4% |
| Participant deferral / active EE | $5,515 | $7,110-22.4% | $6,710-17.8% | $5,851-5.7% |
| Admin fee / account holder | $2,155 | $12,123-82.2% | $10,263-79.0% | $11,598-81.4% |