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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 | $322,247 | $180,462+78.6% | $154,111+109.1% | $135,379+138.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.33% | 888.17%-886.8pp | 735.18%-733.8pp | 519.79%-518.5pp |
| Employer contribution / active EE | $3,691 | $6,036-38.8% | $5,298-30.3% | $4,779-22.8% |
| Participant deferral / active EE | $3,611 | $5,806-37.8% | $5,081-28.9% | $5,609-35.6% |
| Admin fee / account holder | $7,113 | $16,145-55.9% | $13,411-47.0% | $10,828-34.3% |