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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 | $175,212+112.1% | $149,682+148.3% | $139,427+166.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.44% | 166.63%-143.2pp | 134.35%-110.9pp | 373.27%-349.8pp |
| Employer contribution / active EE | $1,621 | $5,475-70.4% | $4,818-66.3% | $4,752-65.9% |
| Participant deferral / active EE | $2,047 | $6,520-68.6% | $5,681-64.0% | $6,711-69.5% |
| Admin fee / account holder | $7,338 | $16,150-54.6% | $13,210-44.5% | $11,404-35.7% |