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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 | $256,431 | $112,935+127.1% | $90,970+181.9% | $158,966+61.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.30% | 215.79%-197.5pp | 134.58%-116.3pp | 302.95%-284.6pp |
| Employer contribution / active EE | $3,344 | $2,895+15.5% | $2,122+57.6% | $4,762-29.8% |
| Participant deferral / active EE | $6,989 | $4,129+69.3% | $3,373+107.2% | $5,983+16.8% |
| Admin fee / account holder | $3,336 | $8,045-58.5% | $5,960-44.0% | $11,250-70.4% |