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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 | $269,622 | $171,867+56.9% | $149,721+80.1% | $147,586+82.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.45% | 2113.36%-2091.9pp | 1501.67%-1480.2pp | 578.59%-557.1pp |
| Employer contribution / active EE | $3,741 | $6,275-40.4% | $5,444-31.3% | $4,876-23.3% |
| Participant deferral / active EE | $6,744 | $7,270-7.2% | $6,568+2.7% | $5,439+24.0% |
| Admin fee / account holder | $2,333 | $13,799-83.1% | $11,282-79.3% | $10,886-78.6% |