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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 | $274,865 | $175,259+56.8% | $149,723+83.6% | $139,487+97.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.19% | 166.82%-147.6pp | 134.50%-115.3pp | 373.84%-354.7pp |
| Employer contribution / active EE | $2,343 | $5,478-57.2% | $4,821-51.4% | $4,755-50.7% |
| Participant deferral / active EE | $4,105 | $6,522-37.1% | $5,682-27.8% | $6,713-38.8% |
| Admin fee / account holder | $6,971 | $16,158-56.9% | $13,215-47.3% | $11,407-38.9% |