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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 | $264,236 | $217,432+21.5% | $185,851+42.2% | $167,553+57.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.80% | 148.43%-132.6pp | 122.11%-106.3pp | 478.89%-463.1pp |
| Employer contribution / active EE | $1,803 | $5,874-69.3% | $5,168-65.1% | $4,840-62.8% |
| Participant deferral / active EE | $7,283 | $6,357+14.6% | $5,569+30.8% | $6,343+14.8% |
| Admin fee / account holder | $5,826 | $19,820-70.6% | $16,245-64.1% | $12,316-52.7% |