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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 | $282,349 | $150,445+87.7% | $136,297+107.2% | $147,585+91.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.09% | 1049.14%-1037.0pp | 5156.16%-5144.1pp | 578.57%-566.5pp |
| Employer contribution / active EE | $3,283 | $5,256-37.5% | $4,696-30.1% | $4,876-32.7% |
| Participant deferral / active EE | $5,112 | $6,631-22.9% | $6,247-18.2% | $5,439-6.0% |
| Admin fee / account holder | $10,539 | $10,906-3.4% | $9,244+14.0% | $10,885-3.2% |