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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 | $272,419 | $160,070+70.2% | $147,117+85.2% | $145,897+86.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.95% | 98.69%-83.7pp | 420.54%-405.6pp | 552.29%-537.3pp |
| Employer contribution / active EE | $2,402 | $5,285-54.5% | $4,932-51.3% | $4,663-48.5% |
| Participant deferral / active EE | $6,891 | $8,419-18.2% | $8,065-14.6% | $6,689+3.0% |
| Admin fee / account holder | $2,387 | $15,035-84.1% | $12,993-81.6% | $13,390-82.2% |