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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 | $267,884 | $102,595+161.1% | $94,057+184.8% | $154,746+73.1% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 45.07% | 583.42%-538.4pp | 480.62%-435.6pp | 172.34%-127.3pp |
| Employer contribution / active EE | $5,622 | $3,147+78.6% | $2,933+91.7% | $4,379+28.4% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,062 | $7,736-8.7% | $7,244-2.5% | $14,365-50.8% |