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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 | $406,464 | $175,231+132.0% | $149,696+171.5% | $139,466+191.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.71% | 166.77%-153.1pp | 134.46%-120.7pp | 373.66%-360.0pp |
| Employer contribution / active EE | $3,118 | $5,478-43.1% | $4,821-35.3% | $4,754-34.4% |
| Participant deferral / active EE | $10,252 | $6,521+57.2% | $5,682+80.4% | $6,712+52.7% |
| Admin fee / account holder | $8,868 | $16,155-45.1% | $13,212-32.9% | $11,409-22.3% |