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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 | $305,837 | $160,040+91.1% | $147,096+107.9% | $145,877+109.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.54% | 98.49%-87.0pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,000 | $8,429+42.4% | $8,071+48.7% | $6,691+79.4% |
| Admin fee / account holder | $662 | $15,050-95.6% | $13,005-94.9% | $13,402-95.1% |