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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 | $253,632 | $175,259+44.7% | $149,723+69.4% | $139,487+81.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.88% | 166.82%-151.9pp | 134.50%-119.6pp | 373.84%-359.0pp |
| Employer contribution / active EE | $4,819 | $5,478-12.0% | $4,821-0.1% | $4,755+1.3% |
| Participant deferral / active EE | $3,549 | $6,522-45.6% | $5,682-37.5% | $6,713-47.1% |
| Admin fee / account holder | $134,650 | $16,158+733.3% | $13,215+918.9% | $11,407+1080.4% |