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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 | $277,830 | $177,353+56.7% | $158,226+75.6% | $198,609+39.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 12.16% | 599.50%-587.3pp | 501.41%-489.2pp | 202.70%-190.5pp |
| Employer contribution / active EE | $6,806 | $3,239+110.2% | $2,986+128.0% | $5,055+34.6% |
| Participant deferral / active EE | $13,634 | $4,615+195.4% | $4,317+215.8% | $6,977+95.4% |
| Admin fee / account holder | $2,757 | $10,960-74.8% | $10,217-73.0% | $19,030-85.5% |