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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 | $468,659 | $198,457+136.2% | $170,435+175.0% | $147,586+217.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,664 | $6,183-56.9% | $5,432-51.0% | $4,876-45.4% |
| Participant deferral / active EE | $2,390 | $5,629-57.5% | $4,939-51.6% | $5,439-56.1% |
| Admin fee / account holder | $401 | $16,852-97.6% | $13,881-97.1% | $10,886-96.3% |