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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 | $303,191 | $175,257+73.0% | $149,717+102.5% | $139,456+117.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.29% | 166.70%-151.4pp | 134.41%-119.1pp | 373.45%-358.2pp |
| Employer contribution / active EE | $2,815 | $5,477-48.6% | $4,820-41.6% | $4,753-40.8% |
| Participant deferral / active EE | $3,245 | $6,521-50.2% | $5,682-42.9% | $6,711-51.7% |
| Admin fee / account holder | $11,939 | $16,156-26.1% | $13,213-9.6% | $11,407+4.7% |