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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 | $365,860 | $96,691+278.4% | $86,656+322.2% | $139,487+162.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.36% | 106.87%-89.5pp | 593.09%-575.7pp | 373.84%-356.5pp |
| Employer contribution / active EE | $3,594 | $3,267+10.0% | $3,025+18.8% | $4,755-24.4% |
| Participant deferral / active EE | $3,725 | $4,838-23.0% | $4,439-16.1% | $6,713-44.5% |
| Admin fee / account holder | $1,117 | $6,414-82.6% | $5,619-80.1% | $11,407-90.2% |