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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 | $297,052 | $196,972+50.8% | $182,262+63.0% | $198,609+49.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.35% | 158.27%-145.9pp | 140.60%-128.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $2,525 | $5,364-52.9% | $5,046-50.0% | $5,055-50.0% |
| Participant deferral / active EE | $5,000 | $8,643-42.1% | $8,276-39.6% | $6,977-28.3% |
| Admin fee / account holder | $11,983 | $18,429-35.0% | $16,712-28.3% | $19,030-37.0% |