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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 | $368,858 | $209,425+76.1% | $178,499+106.6% | $158,966+132.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.04% | 188.80%-177.8pp | 151.10%-140.1pp | 302.95%-291.9pp |
| Employer contribution / active EE | $2,500 | $5,707-56.2% | $5,011-50.1% | $4,762-47.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,618 | $17,078-20.3% | $13,986-2.6% | $11,250+21.0% |