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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 | $341,864 | $176,077+94.2% | $159,455+114.4% | $167,518+104.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.29% | 331.83%-315.5pp | 263.63%-247.3pp | 478.71%-462.4pp |
| Employer contribution / active EE | $8,874 | $5,298+67.5% | $4,830+83.7% | $4,838+83.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $65,493 | $12,556+421.6% | $10,800+506.4% | $12,312+431.9% |