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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 | $301,124 | $198,457+51.7% | $170,435+76.7% | $147,586+104.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.89% | 257.30%-235.4pp | 205.94%-184.0pp | 578.59%-556.7pp |
| Employer contribution / active EE | $3,625 | $6,183-41.4% | $5,432-33.3% | $4,876-25.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,909 | $16,852-29.3% | $13,881-14.2% | $10,886+9.4% |