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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 | $283,504 | $160,070+77.1% | $147,117+92.7% | $145,897+94.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 1071.44% | 98.69%+972.7pp | 420.54%+650.9pp | 552.29%+519.1pp |
| Employer contribution / active EE | $1,638 | $5,285-69.0% | $4,932-66.8% | $4,663-64.9% |
| Participant deferral / active EE | $12,663 | $8,419+50.4% | $8,065+57.0% | $6,689+89.3% |
| Admin fee / account holder | $650 | $15,035-95.7% | $12,993-95.0% | $13,390-95.1% |