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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 | $283,751 | $175,257+61.9% | $149,717+89.5% | $139,456+103.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.89% | 166.70%-151.8pp | 134.41%-119.5pp | 373.45%-358.6pp |
| Employer contribution / active EE | $12,000 | $5,477+119.1% | $4,820+149.0% | $4,753+152.5% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $13,697 | $16,156-15.2% | $13,213+3.7% | $11,407+20.1% |