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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 | $273,855 | $160,059+71.1% | $140,019+95.6% | $135,382+102.3% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -0.58% | 911.44%-912.0pp | 651.15%-651.7pp | 519.77%-520.3pp |
| Employer contribution / active EE | $6,396 | $6,420-0.4% | $5,605+14.1% | $4,779+33.8% |
| Participant deferral / active EE | $13,584 | $7,641+77.8% | $6,927+96.1% | $5,609+142.2% |
| Admin fee / account holder | $7,502 | $13,328-43.7% | $10,705-29.9% | $10,829-30.7% |