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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 | $268,839 | $157,296+70.9% | $141,191+90.4% | $152,897+75.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.27% | 64.34%-48.1pp | 71.41%-55.1pp | 345.43%-329.2pp |
| Employer contribution / active EE | $2,433 | $5,262-53.8% | $4,736-48.6% | $4,764-48.9% |
| Participant deferral / active EE | $4,971 | $7,111-30.1% | $6,710-25.9% | $5,851-15.0% |
| Admin fee / account holder | $1,430 | $12,125-88.2% | $10,264-86.1% | $11,599-87.7% |