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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 | $507,587 | $175,257+189.6% | $149,717+239.0% | $139,456+264.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.50% | 166.70%-151.2pp | 134.41%-118.9pp | 373.45%-358.0pp |
| Employer contribution / active EE | $2,244 | $5,477-59.0% | $4,820-53.4% | $4,753-52.8% |
| Participant deferral / active EE | $6,145 | $6,521-5.8% | $5,682+8.1% | $6,711-8.4% |
| Admin fee / account holder | $4,157 | $16,156-74.3% | $13,213-68.5% | $11,407-63.6% |