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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 | $349,856 | $176,077+98.7% | $159,455+119.4% | $167,518+108.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.13% | 331.83%-311.7pp | 263.63%-243.5pp | 478.71%-458.6pp |
| Employer contribution / active EE | $2,701 | $5,298-49.0% | $4,830-44.1% | $4,838-44.2% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,726 | $12,556-6.6% | $10,800+8.6% | $12,312-4.8% |