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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 | $293,966 | $175,231+67.8% | $149,696+96.4% | $139,466+110.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.91% | 166.77%-147.9pp | 134.46%-115.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $26,753 | $5,478+388.4% | $4,821+455.0% | $4,754+462.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $857 | $16,155-94.7% | $13,212-93.5% | $11,409-92.5% |