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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 | $255,959 | $150,435+70.1% | $120,580+112.3% | $145,897+75.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 21.79% | 154.60%-132.8pp | 107.48%-85.7pp | 552.29%-530.5pp |
| Employer contribution / active EE | $7,918 | $4,352+81.9% | $3,469+128.2% | $4,663+69.8% |
| Participant deferral / active EE | $11,100 | $6,174+79.8% | $4,995+122.2% | $6,689+65.9% |
| Admin fee / account holder | $4,941 | $12,182-59.4% | $9,418-47.5% | $13,390-63.1% |