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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 | $342,328 | $165,351+107.0% | $149,710+128.7% | $158,931+115.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.08% | 348.19%-331.1pp | 276.63%-259.6pp | 302.86%-285.8pp |
| Employer contribution / active EE | $3,128 | $5,103-38.7% | $4,645-32.7% | $4,761-34.3% |
| Participant deferral / active EE | $5,854 | $7,181-18.5% | $6,842-14.4% | $5,982-2.1% |
| Admin fee / account holder | $7,536 | $10,807-30.3% | $9,309-19.0% | $11,247-33.0% |