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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 | $267,539 | $102,595+160.8% | $94,057+184.4% | $154,746+72.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.94% | 583.42%-568.5pp | 480.62%-465.7pp | 172.34%-157.4pp |
| Employer contribution / active EE | $3,207 | $3,147+1.9% | $2,933+9.3% | $4,379-26.8% |
| Participant deferral / active EE | $7,420 | $5,118+45.0% | $4,709+57.6% | $6,730+10.3% |
| Admin fee / account holder | $2,497 | $7,736-67.7% | $7,244-65.5% | $14,365-82.6% |