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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 | $331,294 | $176,077+88.2% | $159,455+107.8% | $167,518+97.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.41% | 331.83%-320.4pp | 263.63%-252.2pp | 478.71%-467.3pp |
| Employer contribution / active EE | $2,354 | $5,298-55.6% | $4,830-51.3% | $4,838-51.4% |
| Participant deferral / active EE | $8,948 | $7,751+15.4% | $7,353+21.7% | $6,342+41.1% |
| Admin fee / account holder | $7,833 | $12,556-37.6% | $10,800-27.5% | $12,312-36.4% |