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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 | $283,262 | $160,040+77.0% | $147,096+92.6% | $145,877+94.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.38% | 98.49%-72.1pp | 419.75%-393.4pp | 551.28%-524.9pp |
| Employer contribution / active EE | $7,500 | $5,289+41.8% | $4,936+51.9% | $4,663+60.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,251 | $15,050-45.2% | $13,005-36.6% | $13,402-38.4% |