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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 | $267,358 | $159,978+67.1% | $147,041+81.8% | $145,978+83.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 14.99% | 98.36%-83.4pp | 419.21%-404.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $14,983 | $5,288+183.3% | $4,935+203.6% | $4,662+221.4% |
| Participant deferral / active EE | $7,126 | $8,429-15.5% | $8,071-11.7% | $6,690+6.5% |
| Admin fee / account holder | $9,383 | $15,053-37.7% | $13,006-27.9% | $13,400-30.0% |