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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 | $183,968+50.4% | $162,166+70.6% | $152,870+81.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.61% | 150.77%-126.2pp | 115.59%-91.0pp | 345.34%-320.7pp |
| Employer contribution / active EE | $10,495 | $6,371+64.7% | $5,614+87.0% | $4,763+120.4% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $10,708 | $13,121-18.4% | $10,842-1.2% | $11,597-7.7% |