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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 | $371,697 | $175,259+112.1% | $149,723+148.3% | $139,487+166.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.44% | 166.82%-143.4pp | 134.50%-111.1pp | 373.84%-350.4pp |
| Employer contribution / active EE | $1,621 | $5,478-70.4% | $4,821-66.4% | $4,755-65.9% |
| Participant deferral / active EE | $2,047 | $6,522-68.6% | $5,682-64.0% | $6,713-69.5% |
| Admin fee / account holder | $7,338 | $16,158-54.6% | $13,215-44.5% | $11,407-35.7% |