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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 | $303,786 | $203,483+49.3% | $152,473+99.2% | $167,553+81.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 17.77% | 13.80%+4.0pp | 757.59%-739.8pp | 478.89%-461.1pp |
| Employer contribution / active EE | $19,228 | $5,219+268.4% | $4,326+344.5% | $4,840+297.3% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,343-100.0% |
| Admin fee / account holder | $9,574 | $22,521-57.5% | $15,811-39.4% | $12,316-22.3% |