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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 | $166,020+58.4% | $164,866+59.6% | $145,959+80.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 53.27% | 100.08%-46.8pp | 69.97%-16.7pp | 561.95%-508.7pp |
| Employer contribution / active EE | $1,393 | $5,275-73.6% | $4,343-67.9% | $4,661-70.1% |
| Participant deferral / active EE | $3,833 | $6,961-44.9% | $6,033-36.5% | $6,689-42.7% |
| Admin fee / account holder | $988 | $16,644-94.1% | $12,689-92.2% | $13,398-92.6% |