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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 | $271,929 | $154,209+76.3% | $130,062+109.1% | $139,487+95.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.62% | 32.52%-15.9pp | -137.37%+154.0pp | 373.84%-357.2pp |
| Employer contribution / active EE | $3,667 | $5,292-30.7% | $4,322-15.2% | $4,755-22.9% |
| Participant deferral / active EE | $2,173 | $6,709-67.6% | $5,821-62.7% | $6,713-67.6% |
| Admin fee / account holder | $7,990 | $13,988-42.9% | $10,601-24.6% | $11,407-30.0% |