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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 | $280,563 | $198,461+41.4% | $170,436+64.6% | $147,585+90.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.35% | 257.30%-239.0pp | 205.94%-187.6pp | 578.57%-560.2pp |
| Employer contribution / active EE | $8,825 | $6,184+42.7% | $5,433+62.4% | $4,876+81.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,339 | $16,852-86.1% | $13,880-83.1% | $10,885-78.5% |