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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 | $368,496 | $175,259+110.3% | $149,723+146.1% | $139,487+164.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.13% | 166.82%-155.7pp | 134.50%-123.4pp | 373.84%-362.7pp |
| Employer contribution / active EE | $2,581 | $5,478-52.9% | $4,821-46.5% | $4,755-45.7% |
| Participant deferral / active EE | $3,287 | $6,522-49.6% | $5,682-42.2% | $6,713-51.0% |
| Admin fee / account holder | $5,256 | $16,158-67.5% | $13,215-60.2% | $11,407-53.9% |