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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 | $269,565 | $198,461+35.8% | $170,436+58.2% | $147,585+82.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.04% | 257.30%-244.3pp | 205.94%-192.9pp | 578.57%-565.5pp |
| Employer contribution / active EE | $2,836 | $6,184-54.1% | $5,433-47.8% | $4,876-41.8% |
| Participant deferral / active EE | $5,885 | $5,629+4.5% | $4,939+19.1% | $5,439+8.2% |
| Admin fee / account holder | $109,070 | $16,852+547.2% | $13,880+685.8% | $10,885+902.0% |