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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 | $276,107 | $102,595+169.1% | $94,057+193.6% | $154,746+78.4% |
| Participation rate | 94.1% | 76.0%+18.1pp | 73.3%+20.8pp | 80.7%+13.4pp |
| Annual return | 10.69% | 583.42%-572.7pp | 480.62%-469.9pp | 172.34%-161.6pp |
| Employer contribution / active EE | $25,610 | $3,147+713.7% | $2,933+773.1% | $4,379+484.8% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,140 | $7,736-46.5% | $7,244-42.9% | $14,365-71.2% |