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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 | $333,384 | $175,231+90.3% | $149,696+122.7% | $139,466+139.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.57% | 166.77%-155.2pp | 134.46%-122.9pp | 373.66%-362.1pp |
| Employer contribution / active EE | $3,205 | $5,478-41.5% | $4,821-33.5% | $4,754-32.6% |
| Participant deferral / active EE | $4,928 | $6,521-24.4% | $5,682-13.3% | $6,712-26.6% |
| Admin fee / account holder | $28,067 | $16,155+73.7% | $13,212+112.4% | $11,409+146.0% |