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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 | $257,650 | $148,623+73.4% | $135,974+89.5% | $139,466+84.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.45% | 79.30%-61.8pp | 68.30%-50.9pp | 373.66%-356.2pp |
| Employer contribution / active EE | $2,932 | $5,246-44.1% | $4,859-39.7% | $4,754-38.3% |
| Participant deferral / active EE | $5,053 | $8,103-37.6% | $7,760-34.9% | $6,712-24.7% |
| Admin fee / account holder | $7,211 | $12,406-41.9% | $10,767-33.0% | $11,409-36.8% |