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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 | $259,814 | $176,120+47.5% | $159,487+62.9% | $167,553+55.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 110.50% | 331.95%-221.4pp | 263.71%-153.2pp | 478.89%-368.4pp |
| Employer contribution / active EE | $2,884 | $5,299-45.6% | $4,831-40.3% | $4,840-40.4% |
| Participant deferral / active EE | $13,085 | $7,752+68.8% | $7,354+77.9% | $6,343+106.3% |
| Admin fee / account holder | $6,100 | $12,561-51.4% | $10,804-43.5% | $12,316-50.5% |