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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 | $282,381 | $160,070+76.4% | $147,117+91.9% | $145,897+93.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.94% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,367 | $5,285-74.1% | $4,932-72.3% | $4,663-70.7% |
| Participant deferral / active EE | $3,404 | $8,419-59.6% | $8,065-57.8% | $6,689-49.1% |
| Admin fee / account holder | $1,272 | $15,035-91.5% | $12,993-90.2% | $13,390-90.5% |