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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 | $426,085 | $160,040+166.2% | $147,096+189.7% | $145,877+192.1% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 20.66% | 98.49%-77.8pp | 419.75%-399.1pp | 551.28%-530.6pp |
| Employer contribution / active EE | $2,581 | $5,289-51.2% | $4,936-47.7% | $4,663-44.6% |
| Participant deferral / active EE | $4,759 | $8,429-43.5% | $8,071-41.0% | $6,691-28.9% |
| Admin fee / account holder | $1,720 | $15,050-88.6% | $13,005-86.8% | $13,402-87.2% |