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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 | $263,048 | $166,242+58.2% | $165,071+59.4% | $145,884+80.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 53.27% | 100.44%-47.2pp | 70.17%-16.9pp | 551.85%-498.6pp |
| Employer contribution / active EE | $1,393 | $5,283-73.6% | $4,347-68.0% | $4,662-70.1% |
| Participant deferral / active EE | $3,833 | $6,964-45.0% | $6,035-36.5% | $6,690-42.7% |
| Admin fee / account holder | $988 | $16,658-94.1% | $12,695-92.2% | $13,392-92.6% |