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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 | $306,899 | $180,462+70.1% | $154,111+99.1% | $135,379+126.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.77% | 888.17%-888.9pp | 735.18%-736.0pp | 519.79%-520.6pp |
| Employer contribution / active EE | $6,135 | $6,036+1.7% | $5,298+15.8% | $4,779+28.4% |
| Participant deferral / active EE | $8,600 | $5,806+48.1% | $5,081+69.3% | $5,609+53.3% |
| Admin fee / account holder | $10,490 | $16,145-35.0% | $13,411-21.8% | $10,828-3.1% |