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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 | $307,243 | $176,105+74.5% | $159,474+92.7% | $167,536+83.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.76% | 331.91%-315.2pp | 263.68%-246.9pp | 478.82%-462.1pp |
| Employer contribution / active EE | $2,815 | $5,299-46.9% | $4,831-41.7% | $4,839-41.8% |
| Participant deferral / active EE | $5,828 | $7,751-24.8% | $7,353-20.7% | $6,342-8.1% |
| Admin fee / account holder | $1,544 | $12,559-87.7% | $10,802-85.7% | $12,315-87.5% |