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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 | $276,678 | $184,000+50.4% | $162,185+70.6% | $152,909+80.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.61% | 150.80%-126.2pp | 115.61%-91.0pp | 345.46%-320.9pp |
| Employer contribution / active EE | $10,495 | $6,370+64.8% | $5,613+87.0% | $4,764+120.3% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,708 | $13,124-18.4% | $10,844-1.2% | $11,601-7.7% |