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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 | $308,488 | $102,595+200.7% | $94,057+228.0% | $154,746+99.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.80% | 583.42%-567.6pp | 480.62%-464.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,754 | $3,147+19.3% | $2,933+28.0% | $4,379-14.3% |
| Participant deferral / active EE | $4,554 | $5,118-11.0% | $4,709-3.3% | $6,730-32.3% |
| Admin fee / account holder | $2,613 | $7,736-66.2% | $7,244-63.9% | $14,365-81.8% |