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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 | $292,752 | $160,070+82.9% | $147,117+99.0% | $145,897+100.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.37% | 98.69%-77.3pp | 420.54%-399.2pp | 552.29%-530.9pp |
| Employer contribution / active EE | $2,732 | $5,285-48.3% | $4,932-44.6% | $4,663-41.4% |
| Participant deferral / active EE | $6,260 | $8,419-25.7% | $8,065-22.4% | $6,689-6.4% |
| Admin fee / account holder | $1,144 | $15,035-92.4% | $12,993-91.2% | $13,390-91.5% |