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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 | $297,063 | $183,539+61.9% | $155,556+91.0% | $145,897+103.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.07% | 61.31%-50.2pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $12,272 | $5,315+130.9% | $4,675+162.5% | $4,663+163.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $14,017 | $19,275-27.3% | $15,885-11.8% | $13,390+4.7% |