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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 | $302,147 | $148,623+103.3% | $135,974+122.2% | $139,466+116.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.14% | 79.30%-66.2pp | 68.30%-55.2pp | 373.66%-360.5pp |
| Employer contribution / active EE | $2,817 | $5,246-46.3% | $4,859-42.0% | $4,754-40.7% |
| Participant deferral / active EE | $5,505 | $8,103-32.1% | $7,760-29.1% | $6,712-18.0% |
| Admin fee / account holder | $52,048 | $12,406+319.5% | $10,767+383.4% | $11,409+356.2% |