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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 | $254,966 | $171,492+48.7% | $150,734+69.1% | $198,609+28.4% |
| Participation rate | 94.1% | 81.4%+12.7pp | 78.4%+15.7pp | 82.4%+11.7pp |
| Annual return | 11.54% | 804.70%-793.2pp | 600.81%-589.3pp | 202.70%-191.2pp |
| Employer contribution / active EE | $25,429 | $5,470+364.9% | $4,918+417.0% | $5,055+403.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,274 | $17,628-87.1% | $14,905-84.7% | $19,030-88.1% |