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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 | $392,444 | $150,412+160.9% | $120,574+225.5% | $145,884+169.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.32% | 154.50%-136.2pp | 107.42%-89.1pp | 551.85%-533.5pp |
| Employer contribution / active EE | $2,113 | $4,355-51.5% | $3,471-39.1% | $4,662-54.7% |
| Participant deferral / active EE | $6,239 | $6,175+1.0% | $4,996+24.9% | $6,690-6.7% |
| Admin fee / account holder | $4,444 | $12,224-63.6% | $9,445-52.9% | $13,392-66.8% |