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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 | $381,848 | $217,432+75.6% | $185,851+105.5% | $167,553+127.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.04% | 148.43%-136.4pp | 122.11%-110.1pp | 478.89%-466.9pp |
| Employer contribution / active EE | $2,574 | $5,874-56.2% | $5,168-50.2% | $4,840-46.8% |
| Participant deferral / active EE | $4,848 | $6,357-23.7% | $5,569-12.9% | $6,343-23.6% |
| Admin fee / account holder | $5,256 | $19,820-73.5% | $16,245-67.6% | $12,316-57.3% |