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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 | $160,028+77.2% | $147,080+92.8% | $145,884+94.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 1071.44% | 98.60%+972.8pp | 420.17%+651.3pp | 551.85%+519.6pp |
| Employer contribution / active EE | $1,638 | $5,286-69.0% | $4,933-66.8% | $4,662-64.9% |
| Participant deferral / active EE | $12,663 | $8,422+50.4% | $8,066+57.0% | $6,690+89.3% |
| Admin fee / account holder | $650 | $15,030-95.7% | $12,989-95.0% | $13,392-95.1% |