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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 | $300,723 | $175,231+71.6% | $149,696+100.9% | $139,466+115.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.76% | 166.77%-152.0pp | 134.46%-119.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,271 | $5,478-76.8% | $4,821-73.6% | $4,754-73.3% |
| Participant deferral / active EE | $8,987 | $6,521+37.8% | $5,682+58.2% | $6,712+33.9% |
| Admin fee / account holder | $6,390 | $16,155-60.4% | $13,212-51.6% | $11,409-44.0% |