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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 | $255,021 | $175,231+45.5% | $149,696+70.4% | $139,466+82.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.04% | 166.77%-151.7pp | 134.46%-119.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $3,212 | $5,478-41.4% | $4,821-33.4% | $4,754-32.4% |
| Participant deferral / active EE | $6,750 | $6,521+3.5% | $5,682+18.8% | $6,712+0.6% |
| Admin fee / account holder | $2,265 | $16,155-86.0% | $13,212-82.9% | $11,409-80.1% |