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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 | $254,994 | $180,462+41.3% | $154,111+65.5% | $135,379+88.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.02% | 888.17%-878.2pp | 735.18%-725.2pp | 519.79%-509.8pp |
| Employer contribution / active EE | $2,127 | $6,036-64.8% | $5,298-59.9% | $4,779-55.5% |
| Participant deferral / active EE | $8,898 | $5,806+53.2% | $5,081+75.1% | $5,609+58.6% |
| Admin fee / account holder | $1,804 | $16,145-88.8% | $13,411-86.6% | $10,828-83.3% |