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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 | $274,865 | $175,231+56.9% | $149,696+83.6% | $139,466+97.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.75% | 166.77%-152.0pp | 134.46%-119.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $2,000 | $5,478-63.5% | $4,821-58.5% | $4,754-57.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $65,973 | $16,155+308.4% | $13,212+399.3% | $11,409+478.3% |