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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 | $467,930 | $175,259+167.0% | $149,723+212.5% | $139,487+235.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.90% | 166.82%-148.9pp | 134.50%-116.6pp | 373.84%-355.9pp |
| Employer contribution / active EE | $2,362 | $5,478-56.9% | $4,821-51.0% | $4,755-50.3% |
| Participant deferral / active EE | $2,339 | $6,522-64.1% | $5,682-58.8% | $6,713-65.2% |
| Admin fee / account holder | $26,239 | $16,158+62.4% | $13,215+98.6% | $11,407+130.0% |