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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 | $425,194 | $160,028+165.7% | $147,080+189.1% | $145,884+191.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 85.31% | 98.60%-13.3pp | 420.17%-334.9pp | 551.85%-466.5pp |
| Employer contribution / active EE | $6,416 | $5,286+21.4% | $4,933+30.1% | $4,662+37.6% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $279,890 | $15,030+1762.2% | $12,989+2054.9% | $13,392+1990.0% |