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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 | $280,344 | $160,070+75.1% | $147,117+90.6% | $145,897+92.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.58% | 98.69%-80.1pp | 420.54%-402.0pp | 552.29%-533.7pp |
| Employer contribution / active EE | $9,106 | $5,285+72.3% | $4,932+84.6% | $4,663+95.3% |
| Participant deferral / active EE | $3,542 | $8,419-57.9% | $8,065-56.1% | $6,689-47.1% |
| Admin fee / account holder | $1,828 | $15,035-87.8% | $12,993-85.9% | $13,390-86.3% |