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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 | $376,001 | $289,211+30.0% | $260,467+44.4% | $198,609+89.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 8.11% | 112.90%-104.8pp | 100.60%-92.5pp | 202.70%-194.6pp |
| Employer contribution / active EE | $2,829 | $4,663-39.3% | $4,239-33.3% | $5,055-44.0% |
| Participant deferral / active EE | $6,383 | $6,812-6.3% | $6,319+1.0% | $6,977-8.5% |
| Admin fee / account holder | $136,114 | $16,236+738.3% | $15,461+780.4% | $19,030+615.2% |