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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 | $274,519 | $157,304+74.5% | $141,197+94.4% | $152,909+79.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.71% | 64.34%-42.6pp | 71.41%-49.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $12,410 | $5,263+135.8% | $4,736+162.0% | $4,764+160.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $51,624 | $12,126+325.7% | $10,265+402.9% | $11,601+345.0% |