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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 | $393,132 | $175,231+124.4% | $149,696+162.6% | $139,466+181.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.84% | 166.77%-147.9pp | 134.46%-115.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $5,911 | $5,478+7.9% | $4,821+22.6% | $4,754+24.3% |
| Participant deferral / active EE | $3,726 | $6,521-42.9% | $5,682-34.4% | $6,712-44.5% |
| Admin fee / account holder | $10,505 | $16,155-35.0% | $13,212-20.5% | $11,409-7.9% |