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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 | $308,588 | $175,231+76.1% | $149,696+106.1% | $139,466+121.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 67.01% | 166.77%-99.8pp | 134.46%-67.4pp | 373.66%-306.7pp |
| Employer contribution / active EE | $4,021 | $5,478-26.6% | $4,821-16.6% | $4,754-15.4% |
| Participant deferral / active EE | $11,032 | $6,521+69.2% | $5,682+94.2% | $6,712+64.4% |
| Admin fee / account holder | $167,044 | $16,155+934.0% | $13,212+1164.3% | $11,409+1364.2% |