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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 | $385,389 | $184,000+109.5% | $162,185+137.6% | $152,909+152.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.20% | 150.80%-126.6pp | 115.61%-91.4pp | 345.46%-321.3pp |
| Employer contribution / active EE | $33,222 | $6,370+421.5% | $5,613+491.8% | $4,764+597.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $46,323 | $13,124+253.0% | $10,844+327.2% | $11,601+299.3% |