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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 | $332,525 | $175,259+89.7% | $149,723+122.1% | $139,487+138.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.43% | 166.82%-131.4pp | 134.50%-99.1pp | 373.84%-338.4pp |
| Employer contribution / active EE | $2,905 | $5,478-47.0% | $4,821-39.8% | $4,755-38.9% |
| Participant deferral / active EE | $3,972 | $6,522-39.1% | $5,682-30.1% | $6,713-40.8% |
| Admin fee / account holder | $397 | $16,158-97.5% | $13,215-97.0% | $11,407-96.5% |