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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 | $308,762 | $160,028+92.9% | $147,080+109.9% | $145,884+111.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.73% | 98.60%-87.9pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $9,744 | $5,286+84.3% | $4,933+97.5% | $4,662+109.0% |
| Participant deferral / active EE | $7,461 | $8,422-11.4% | $8,066-7.5% | $6,690+11.5% |
| Admin fee / account holder | $3,263 | $15,030-78.3% | $12,989-74.9% | $13,392-75.6% |