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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 | $379,821 | $112,131+238.7% | $95,964+295.8% | $158,982+138.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.93% | 171.19%-150.3pp | 91.64%-70.7pp | 302.99%-282.1pp |
| Employer contribution / active EE | $2,012 | $3,199-37.1% | $2,541-20.8% | $4,763-57.8% |
| Participant deferral / active EE | $4,069 | $4,784-15.0% | $4,167-2.4% | $5,983-32.0% |
| Admin fee / account holder | $1,977 | $10,136-80.5% | $6,797-70.9% | $11,252-82.4% |