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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 | $340,191 | $185,905+83.0% | $170,057+100.0% | $139,487+143.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.01% | 60.56%-45.6pp | 53.42%-38.4pp | 373.84%-358.8pp |
| Employer contribution / active EE | $5,263 | $7,597-30.7% | $6,790-22.5% | $4,755+10.7% |
| Participant deferral / active EE | $4,899 | $11,627-57.9% | $10,411-52.9% | $6,713-27.0% |
| Admin fee / account holder | $6,830 | $15,397-55.6% | $12,826-46.8% | $11,407-40.1% |