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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 | $255,421 | $106,280+140.3% | $96,538+164.6% | $139,487+83.1% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 140.89% | 38.48%+102.4pp | 35.74%+105.1pp | 373.84%-233.0pp |
| Employer contribution / active EE | $12,862 | $4,107+213.2% | $3,740+243.9% | $4,755+170.5% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,254 | $7,888-20.7% | $6,737-7.2% | $11,407-45.2% |