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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 | $305,560 | $176,105+73.5% | $159,474+91.6% | $167,536+82.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.49% | 331.91%-309.4pp | 263.68%-241.2pp | 478.82%-456.3pp |
| Employer contribution / active EE | $4,279 | $5,299-19.3% | $4,831-11.4% | $4,839-11.6% |
| Participant deferral / active EE | $4,717 | $7,751-39.1% | $7,353-35.8% | $6,342-25.6% |
| Admin fee / account holder | $2,275 | $12,559-81.9% | $10,802-78.9% | $12,315-81.5% |