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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 | $160,040+82.9% | $147,096+99.0% | $145,877+100.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.37% | 98.49%-77.1pp | 419.75%-398.4pp | 551.28%-529.9pp |
| Employer contribution / active EE | $2,732 | $5,289-48.4% | $4,936-44.7% | $4,663-41.4% |
| Participant deferral / active EE | $6,260 | $8,429-25.7% | $8,071-22.4% | $6,691-6.4% |
| Admin fee / account holder | $1,144 | $15,050-92.4% | $13,005-91.2% | $13,402-91.5% |