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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 | $268,555 | $160,070+67.8% | $147,117+82.5% | $145,897+84.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.09% | 98.69%-85.6pp | 420.54%-407.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,345 | $5,285-36.7% | $4,932-32.2% | $4,663-28.3% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $26,305 | $15,035+75.0% | $12,993+102.5% | $13,390+96.4% |