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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 | $278,261 | $138,114+101.5% | $125,391+121.9% | $134,545+106.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.87% | 750.88%-747.0pp | 572.41%-568.5pp | 418.37%-414.5pp |
| Employer contribution / active EE | $2,826 | $5,246-46.1% | $4,816-41.3% | $4,742-40.4% |
| Participant deferral / active EE | $8,846 | $7,801+13.4% | $7,448+18.8% | $6,401+38.2% |
| Admin fee / account holder | $4,270 | $11,570-63.1% | $10,009-57.3% | $11,431-62.6% |