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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 | $262,744 | $180,749+45.4% | $160,784+63.4% | $137,256+91.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.77% | 2234.46%-2222.7pp | 1803.92%-1792.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $7,143 | $4,155+71.9% | $3,733+91.4% | $4,156+71.9% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,904 | $10,397-4.7% | $9,717+1.9% | $12,270-19.3% |