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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 | $260,035 | $234,190+11.0% | $180,320+44.2% | $198,609+30.9% |
| Participation rate | 90.0% | 77.1%+12.9pp | 71.5%+18.5pp | 82.4%+7.6pp |
| Annual return | 20.59% | 1057.44%-1036.9pp | 778.54%-758.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $15,557 | $5,258+195.9% | $4,108+278.7% | $5,055+207.7% |
| Participant deferral / active EE | $8,873 | $4,988+77.9% | $4,304+106.1% | $6,977+27.2% |
| Admin fee / account holder | $7,886 | $12,558-37.2% | $10,000-21.1% | $19,030-58.6% |