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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 | $523,696 | $175,231+198.9% | $149,696+249.8% | $139,466+275.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.21% | 166.77%-155.6pp | 134.46%-123.2pp | 373.66%-362.5pp |
| Employer contribution / active EE | $2,018 | $5,478-63.2% | $4,821-58.1% | $4,754-57.6% |
| Participant deferral / active EE | $6,531 | $6,521+0.2% | $5,682+14.9% | $6,712-2.7% |
| Admin fee / account holder | $2,430 | $16,155-85.0% | $13,212-81.6% | $11,409-78.7% |