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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 | $277,709 | $160,070+73.5% | $147,117+88.8% | $145,897+90.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.73% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $12,408 | $5,285+134.8% | $4,932+151.6% | $4,663+166.1% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,867 | $15,035-74.3% | $12,993-70.2% | $13,390-71.1% |