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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 | $266,597 | $160,028+66.6% | $147,080+81.3% | $145,884+82.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.95% | 98.60%-88.6pp | 420.17%-410.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,123 | $5,286-78.8% | $4,933-77.2% | $4,662-75.9% |
| Participant deferral / active EE | $11,167 | $8,422+32.6% | $8,066+38.4% | $6,690+66.9% |
| Admin fee / account holder | $20,373 | $15,030+35.5% | $12,989+56.8% | $13,392+52.1% |