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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 | $259,919 | $138,076+88.2% | $123,553+110.4% | $135,380+92.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.43% | 153.70%-146.3pp | 119.21%-111.8pp | 519.81%-512.4pp |
| Employer contribution / active EE | $3,113 | $5,152-39.6% | $4,628-32.7% | $4,779-34.9% |
| Participant deferral / active EE | $6,840 | $6,800+0.6% | $6,426+6.4% | $5,609+22.0% |
| Admin fee / account holder | $31,377 | $10,917+187.4% | $9,284+238.0% | $10,828+189.8% |