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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 | $313,868 | $183,978+70.6% | $162,171+93.5% | $152,885+105.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.92% | 150.78%-137.9pp | 115.60%-102.7pp | 345.39%-332.5pp |
| Employer contribution / active EE | $3,833 | $6,370-39.8% | $5,613-31.7% | $4,763-19.5% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,075 | $13,122+14.9% | $10,843+39.0% | $11,598+30.0% |